Morningstar – ETF Analysis, Portfolio X-Ray Tool, and Closed-End Fund Updates

What’s New There are many new and exciting changes coming to Morningstar Investment Research Center this month! First, you will notice recently improved pages for viewing exchange-traded funds (ETFs). Overall, you will see that the pages include larger, easier-to-read fonts and graphs with additional data points and a more user-friendly interface. The new ETF Quote [...]

Hamilton East Public Library Helps Those Still Struggling With Their Employment Search

Marketing for Libraries The United States has seen an uplift in unemployment news in recent months. With the national unemployment rate falling under 9% for the first time in nearly two years and the number of those filing for unemployment benefits continuing a slow downward trend, many Americans are finally returning to work. However, the [...]

Price Check Time-Saver

The Training Corner | by Lars Wasvick, Associate Product Manager at Morningstar Has anyone asked for prices on a number of different stocks? What if a patron wants the loss or gain from the previous day on multiple mutual funds? It’s actually quite easy to find this information on Morningstar Investment Research Center. Here’s one [...]

Company Bond Data

Morningstar adds Company Bond Data – Now in addition to stock information, on each company’s data page you will find a “Bonds” tab on the left-side navigation bar.  Click to get credit ratings, capital structures, yields, and more.

Providing Investment Knowledge Without Influencing Investing Decisions

The Training Corner | by Lars Wasvick, Associate Product Manager One concern some clients have when training patrons is accidentally giving patrons investing advice. I’ve had this issue come up a few times during training sessions. For example, when looking at a stock report a patron will often ask the librarian, “Do you recommend that [...]

Morningstar Can Help You with Investment Program

The Training Corner | by Lars Wasvick, Associate Product Manager Using Scenarios At Morningstar we want to provide you with the training resources you need so you can educate your colleagues and patrons on how to use our database. We are happy to work with you in creating training materials, as many clients have done [...]

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 [...]

Money Smart U

Fond du Lac Public Library Presents Morningstar Investment Research Center for “Money Smart U” Program Thanks to a grant provided by the Financial Industry Regulatory Authority (FINRA) and American Library Association (ALA), the Fond du Lac Library has been able to launch a variety of investment-related programs and maintain a website, “Money Smart Neighborhood,” completely [...]

Standard and Poors – Discontinued

The Library District has discontinued Standard and Poors.  We will continue to offer Morningstar with only 5 users at a time licensing.

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 [...]

MorningStar Patron Online Training

On September 30, Morningstar will host another online patron training class.  Attached is a PDF promoting the session.  Please feel free to use the flyer to hand out to your patons. Morningstar – September Online Training Session MorningstarSept

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

Morningstar Investment Online Training for Patrons

Patrons can sign up for a Virtual Tour of Morningstar Investment Research Center  They can conveniently access the training session from any location (except the library unless you set  it up in a conference room for them) with a phone and Internet connection.   On Wednesday, April 29th, at 1pm, they will discover how to use this valuable [...]

Database Update – Morningstar Library Edition Is now Morningstar Investment Research Center.

The name change also includes a new interface to the database. It has not only mutual funds – but it also has stock research and options data.  It provides industry-level information and analysis and stresses investment education.