Morningstar Online Presentation

The presentation, “How to Rebalance Your Portfolio,” was a very informative session and is perfect for anyone making investment decisions in 2010. Morningstar is making the presentation available to everyone who could not attend or who would like to review it again. You’ll find the presentation on Morningstar under  the Help & Education page. The [...]

Morningstar offers Patron Training

Christine Benz, Director of Personal Finance at Morningstar, will present “Rebalance Your Portfolio for 2010 in Just 30 Minutes.”  The webinar will take place on December 16th, at 1pm Pacific Time.  Attached is a poster – Morningstar Webinar with more information.  Feel free to use it to promote the session within your library.  Attendees can [...]

Patron Training Ideas from Orange County – From Morningstar

From Morningstar Library Notes: Many libraries took part in our first virtual patron training session earlier this year. In an attempt to help provide you with some marketing ideas for the next patron training session in September, I talked with longtime client Orange County Library System, which is located in the Orlando, Fla., area, which [...]

Morningstar Online Training Program for Patrons.

We are offering patrons an online training session with Morningstar Online to be held on Wednesday, April 29th, at 1pm. Patrons can use their own computers at home to access this training session. Patrons will discover how to use this valuable database to search for stocks, mutual funds, and ETFs.  They will learn how to evaluate retirement [...]

Morningstar training for patrons

Morningstar is offering an online training session for patrons on April 29th at 1pm PT.  They can access the session from any computer connected to the Internet and have a telephone for the audio.  Attached is a flyer in which you are welcome to handout to your patrons who might be interested. Morningstar Patron Training flyer

The Street Ratings Database

Say Goodbye to the Database – The Street Ratings – as of December 15, this database will no longer be available.  It has received extremely low use compared to our other financial databases. Patrons will still have available to them Standard & Poor’s Net Advantage, Mergent, and Morningstar.

Morningstar

Morningstar is always looking for ways to enhance their online database – Morningstar Investment Research Center.  If you are interested please complete this survey.  It should only take you 5 minutes to complete it. Please complete the survey by 10/17/08.  Follow this link http://www.surveymonkey.com/s.aspx?sm=A1_2fgEPfgzL_2fBVY6rs1L48A_3d_3d to the survey.

Database – Morningstar Investment Research Center

Morningstar Library Edition Is now Morningstar Investment Research Center. The name change also includes a new interface to the database It’s not just about mutual funds – but it also has stock research and options data.  It provides industry-level information and analysis and stresses investment education. Some of the enhancements include: Industry Reports The vendor [...]