Personal and Behavioral Finance
Disclaimer: The resources here are for information only and should not be considered as financial advice.
Free Courses or Lectures
- Making Smart Financial Decisions by Dr. Terrance Odean at UC-Berkely
- Behavioral Finance by Duke University
- Behavioral Finance and the Role of Psychology by Dr. Robert Shiller at Yale
- The Psychology of Money article (2018) by Morgan Housel
Data and Lending Rates
- Wall Street Journal Data Center
- BankRate.com (rates for refi, home purchase, credit card, banking, etc.)
- US Treasuries Yield Curve
Investor Education
- SEC investor.gov
- Glossary
- Vanguard investor risk profiling survey
- Stansberry Investor Education Center
- Dr. Efrig’s asset allocation Q&A
- ThinkorSwing Learning Center: https://tlc.thinkorswim.com/center
- IBKR Webinars
Podcasts
- White Coat Investor by Dr. Jim Dahle
- Millennial Investing by The Investor’s Podcast Network
- Masters in Business by Barry Ritholtz
- The Dave Ramsey Show by Ramsey Solution
- The Morgan Housel Podcast by Morgan Housel
- Financial Samurai by Sam Dogen
- Best New Ideas in Money, Marketwatch
Data Sources
- Yahoo stock splits calendar
- Yahoo IPO calendar
- Historical return data by Professor Damodaran
-
Yahoo company earnings calendar
Credit
- AnnualCreditReport.com to obtain your credit report for free once every 12 months
Sentiment Indicators
- CNN Fear and Greed Index
- American Association of Individual Investors (AAII) Investor sentiment survey | Historical data
- Gallup Survey on Personal Finance
- SentimenTrader (Analysis over Emotions) free newsletter
- University of Michigan Consumer Sentiment Index
- Fed Philadelphia Survey of Professional Forecasters
- Duke CFO Global Business Outlook survey
- The Conference Board US Leading Economic Index
- Yale US Stock market confidence indices (individual and institutional)
Investment Company
Real Estate Investing
Yieldstreet: Alternative investments opportunities across various asset classes, such as Art, Commercial, Real Estate and more.
Investment Clubs
Tiger 21: Investment clubs for high net worth investors
Buy-Side Research
- Barron’s 2021 Top Financial Advisor Dashboard
- Stansberry Research Stansberry Investor
- Dashboard
- “The allegory of the hawk and serpent” by Artemis Capital Management
- Anthony Pompliano Explains How To Protect Your Wealth During The Financial Crisis
- Casey Research
- Banyan Hill
- SentimenTrader
- GMO forecasts
- Game of trades
- Morgan Creek Research Newsletter
- Lacy Hunt (Hoisington Investment) Quarterly Review
- Palm Beach Research
Trading Platforms
- Webull micro-investing app for Android or Apple phones (https://www.webull.com/).
- Download the App via the link HERE to receive free stock.
- Robinhood micro-investing app for Android or Apple phones (https://www.robinhood.com/).
- Download the App via the link HERE to receive free stock.
- Coinbase investing app to buy cryptos (for small investments)
- Download the App via the link HERE to receive free Bitocin.
- UnstoppableDomains to get your human-name crypto domain for your crypto wallets.
- Register via the link HERE to receive a discount
- Celsius Netowrk (May file bankruptcy. Withdrawal paused.)
Books
- Eric Tyson, “Personal Finance for Dummies,” published by John Wiley & Sons, Inc.
- Morgan Housel, “The Psychology of Money,” Harriman House.
- James Clear, “Atomic Habits: An Easy & Proven Way to Build Good Habits & Break Bad Ones, ” Avery
- Hersh Shefrin , “Beyond Greed and Fear: Understanding Behavioral Finance and the Psychology of Investing,”Oxford University Press
- Meir Statman, “Finance for Normal People: How Investors and Markets Behave,” Oxford University Press
- Meir Statman, “What Investors Really Want: Know What Drives Investor Behavior and Make Smarter Financial Decisions,” McGraw-Hill Education.
- Meir Statman, “Behavioral Finance: The Second Generation,” CFA Institute Research Foundation, 2019.
- Richard H. Thaler, “Nudge: Improving Decisions About Health, Wealth, and Happiness,” Yale University Press.
- Richard H. Thaler, “Misbehaving: The Making of Behavioral Economics,” W. W. Norton & Company.
- Robert Shiller, “Irrational Exuberance,” Princeton University Press.
- Robert Shiller, “Narrative Economics: How Stories Go Viral and Drive Major Economic Events,” Princeton University Press.
- Daniel Kahneman, “Thinking, Fast and Slow,” Farrar, Straus and Giroux.
- Andrew W. Lo, “Adaptive Markets: Financial Evolution at the Speed of Thought,” Princeton University Press.
- Dave Ramsey, “The Total Money Makeover: Classic Edition: A Proven Plan for Financial Fitness,” Thomas Nelson.
- James Clear, “Atomic Habits: An Easy & Proven Way to Build Good Habits & Break Bad Ones.”
- Malcolm Gladwell, “Outliers: The Story of Success,” Back Bay Books