Successful personal money management—how to save more of your household’s income, and how to make those dollars grow through smart investing—is rooted in a simple understanding of core financial literacy principles. To help with this important effort, the Estes Valley Library has developed a curriculum with proven success, a program that is now being used by public libraries around Colorado.
These concepts, as well as all the curriculum materials are now available at the Common Cents for Colorado website.
The Library’s Financial Programs Consultant, Marsha Yelick, is also available for one-on-one consultations to answer any of your personal finance questions. The information provided is unbiased and free of charge. Marsha is a retired Chartered Financial Analyst, which is the financial sector’s highest level of certification. Contact Marsha at: firstname.lastname@example.org or by calling 970-586-8116 ext 831.
The Morningstar Investment Research Center database includes research on more than 30,000 stocks, mutual funds and exchange-traded funds (ETFs). It is designed specifically for individual investors. Morningstar also allows you to build and test a portfolio and to take interactive workshops and classes to sharpen your investing skills.
You will need your Estes Valley Library card number to log in (including 7522/). Contact us if you have any questions. Log in to Morningstar
Use Morningstar to answer questions such as:
- Where can I find a college-fund or retirement-fund calculator?
- How does Intel’s recent stock performance compare with its competitors?
- Where can I find a list of mutual funds that have a Morningstar rating of over five stars?
- Where can I find financial data and analyst reports?
- Where can I access online tutorials to learn more about investment topics?
Common Cents for Colorado is made possible by a grant from the FINRA Investor Education Foundation, in partnership with the American Library Association, through a program called Smart investing@your library®
Morningstar Investment Research Center is made possible by funds from the Estes Valley Library Friends & Foundation.