APPENDIX
FREE AND INEXPENSIVE MATERIALS
Consumer Information Center, Pueblo, CO 81009
http://www.pueblo.gsa.gov
? An Introduction to Mutual Funds .50
? Annuities. U.S. Department of Agriculture. 1998. Free
? Consumer Information Catalog Free
? Buying Treasury Securities Free
? Investment Swindles: How They Work and How To Avoid Them Free
? Investors' Bill of Rights Free
? Invest Wisely. U.S. Securities and Exchange Commission, 1994. Free
? Making Sense of Savings. U.S. Federal Reserve Board, 1994. Free
? Swindlers are Calling .50
? U.S. Savings Bonds Investors Information .50
? Understanding Opportunities and Risks in Futures Trading .50
Pamphlets
Federal Trade Commission
Public Reference Branch, Rm. 130
6th Street and Pennsylvania Avenue, NW
Washington, DC 20580
http://www.ftc.gov
? Art Fraud Free
? Credit and Your Consumer Rights Free
? $cholarship $cams Free
? Investing in Wireless Cable TV Free
? Leveraged Investments of Precious Metals Free
? Swindlers Are Calling Free
? Telephone Investment Fraud Free
? Wealth Building Scams Free
? When Opportunity Knocks See Who's There Free
APPENDIX-1
Federal Reserve System Board of Governors
20th & C St., NW
Washington, DC 20551
http://www.federalreserve.gov/
? A Penny Saved
FRB New York, Public Information,
33 Liberty Street, New York, NY 1994. Free
? Banking Basics
FRB Boston, Public Affairs, P.O. Box 2076,
Boston MA 02106. 1993. Free
? Buying Treasury Securities at Federal Reserve Banks. 1993. Free
? Investing in Government Securities
FRB Richmond, Public Affairs, P.O. Box 27622,
Richmond, VA 23261. 1994. Free
? Making Sense of Savings
Board of Governors, Federal Reserve System,
Publication Services (MS-127), Washington, DC 20551. 1994. Free
National Futures Association
Public Affairs and Education
200 West Madison Street, Suite 1600
Chicago, IL 60606-3447
http://www.nfa.futures.org
? Arbitration: A Way to Resolve Futures-Related Disputes Free
? Buying Options on Futures Contracts:
A Guide to Their Use and Risks Free
? Glossary of Futures Terms Free
? Investment Swindles: How They Work and How to Avoid Them Free
? Investors' Bill of Rights Free
? Swindlers Are Calling Free
? Understanding Opportunities and Risks in Futures Trading Free
North American Securities Administrators Association, Inc.
One Massachusetts Avenue, Suite 310
Washington, DC 20001
Investor Alerts
? Blind Pool Investment Offerings Free
? Bogus "IRA Approved" Investment Schemes Free
? Bulletin for Older Investors Free
? Commodity Investments Free
APPENDIX-2
? Cyberspace Fraud and Abuse Free
? Get-Rich-Quick Self-Employment Scams Free
? How Older Americans Can Avoid Investment Fraud and Abuse Free
? How to Protect Your Money From Theft
By Dishonest Investment Advisers Free
? How to Spot and Avoid "Boiler Room" Scams Free
? "Information Superhighway" Scams Free
? International Investment Fraud Free
? Phone Hucksters Target Investors In Stock Free
The Informed Investor
? Questions for Informed Investors Free
? Mutual Funds Free
? Who's Who in the Financial Planner & Investment Adviser Field Free
? How to Spot a Con Artist Free
U.S. Securities and Exchange Commission
450 5th Street, NW
Washington, DC 20549
http://www.sec.gov
? Ask Questions Free
? Investment Fraud and Abuse Travel to Cyberspace Free
? Invest Wisely: An Introduction to Mutual Funds Free
? The Work of the SEC Free
? What Every Investor Should Know Free
Resources on Saving and Investing
Software
The Budgeting Game. software. Analyze budgets of five real life people. School
license $149.00. 1994. C.W. Publications, Box 744, Sterling, IL 61081. 800-554-
5537.
Bulls and Bears. software. An investment math challenge. School license
$159.00. 1998. C.W. Publications, Box 744, Sterling, IL 61081. 800-554-5537.
Credit Crunch. software. A credit math challenge. School license $159.00. 1998.
C.W. Publications, Box 744, 1075 37th Avenue, Sterling, IL 61081. 800-544-5537
Ernst & Young's Total Financial Planner (CD-Rom). software. Garner, Robert
J. (Editor), Robert B. Copeland, Barbara J. Raasch. John Wiley & Sons, 1996.
APPENDIX-3
Everyone's Money Book. software. Goodman, Jordan E. Dearborn Trade, 1996. The Investment Game. Trading stocks, bonds, commodities and mutual funds.
Requires Microsoft Works and Claris Works. C.W. Publications, Box 744, 1075
37th Avenue, Sterling, IL 61081. 800-544-5537. 1995. $59.00
Investment Math. software. Students solve problems covering stocks, bonds
and commodity investments. C.W. Publications, Box 744, 1075 37th Avenue,
Sterling, IL 61081. 800-544-5537. 1992. $59.00
Personal Finance Trivia Challenge. software. Teaches terminology and concepts. School license $159.00. 1997. C.W. Publications, Box 744, 1075 37th
Avenue, Sterling, IL 61081. 800-544-5537.
Savings Game. software. About different types of savings plans. School license
$159.00. 1997. C.W. Publications, Box 744, 1075 37th Avenue, Sterling, IL
61081. 800-544-5537.
Teaching Guides
Choices and Decisions: Taking Charge of Your Life. Teaching guide and
software. Visa U.S. A., Inc. 800-847-2511. 1994. Free to educators.
Commodity Challenge. Video and student workbook. Chicago Board of Trade,
141 West Jackson, Suite 2250, Chicago, IL 60604. 312-435-7206.
Focus: High School Economics. National Council on Economic Education. 1140 Avenue of the Americas, New York, NY 10036. 1996. $29.95
Forbes Stock Market Course. Forbes, Inc. New York. Annually updated. Looseleaf notebook format. $79.50
Learning from the Market: Integrating the Stock Market Game Across the
Curriculum. National Council on Economic Education. 1140 Avenue of the
Americas, New York, NY 10036. 1997. $10.50 plus shipping.
Master Your Future. Video and teaching guide. MasterCard International. 800-
624-9688. 1997. Free to educators.
Money Management: Budgets Aren't for Pushovers. Video and teaching
guide. Guidance Associates, Post Office Box 1000, Mount Kisco, NY 10549. 800-
431-1242. 1994. $61.95
Mutual Funds: Understand the Risks. Video and teaching materials. Federal Reserve Bank of Minneapolis, 90 Hennepin Avenue, Minneapolis, MN 55401-
2171. 612-204-5000. 1994. Single copy free.
APPENDIX-4
Personal Finance Economics: Wallet Wisdom. National Council on Economic Education, 1140 Avenue of the Americas, New York, NY 10036. 800-338-1192.
1996. $24.95
Your Guide to Understanding Investing - for Educators. Securities Industry
Foundation for Economic Education. 120 Broadway, 35th Floor, New York, NY
10271. 1996. $10.00
The Wall Street Journal Classroom Edition Program. The Wall Street Journal,
Post Office Box 300 Princeton, NJ 08543-0300 800-544-0522. $99.00 per
semester.
Web Sites
AARP Investing Basics
http://www.aarp.org/confacts/money/investingbasics.html
Alliance for Investor Education
http://www.investoreducation.org
American Savings Educational Council http://www.asec.org/
Building Wealth
http://www.dallasfed.org/ca/pubs/index.html Certified Financial Planners Board of Standards http://www.cfp.net/learn/
Consumer Credit Counseling Services http://www.creditcounselors.com
The Dollar Stretcher
http://www.stretcher.com/
Electronic Deposit Insurance Estimator
http://www2.fdic.gov/edie/
FDIC Financial Institutions Directory
http://www2.fdic.gov/idasp/
Federal Reserve Purposes and Functions
http://www.federalreserve.gov/pf/pf.htm
Financial Times (FT) Your Money
http://news.ft.com/yourmoney
APPENDIX-5
FTC Investment Link
http://www.ftc.gov/bcp/menu-invest.htm
Investor Protection Trust
http://www.investorprotection.org
Jump$tart Coalition for Personal Financial Literacy
http://www.jumpstartcoalition.org
National Assoc. of Investors Corp. – Making Sense of Savings http://www.better-investing.org
NASD
http://www.nasd.com
National Association of Insurance Commissioners (NAIC) http://www.naic.org
National Association of Investors Corporation (NAIC) http://www.better-investing.org
National Association of Personal Financial Advisors (NAPFA)
http://www.napfa.org
National Fraud Information Center
http://www.fraud.org
National Futures Association (NFA)
http://www.nfa.futures.org
National Institute for Consumer Education (NICE) http://consumerlawpage.com/article/consedu.shtml
The Nasdaq Stock Market
http://www.nasdaq.com
The New York Stock Exchange
http://www.nyse.com
On-Line Investor Educational Modules
http://www.invested-inc.com/cgi-bin/index.cgi?site=Michigan
Selected Interest Rates; H-15 Release
http://www.federalreserve.gov/Releases/H15/
U.S. Commodity Futures Trading Commission (CFTC)
http://www.cftc.gov
U.S. Department of Treasury - Savings Bonds
http://www.publicdebt.treas.gov/sav/sav.htm
APPENDIX-6
U.S. Securities and Exchange Commission (SEC) http://www.sec.gov Español
Your Insured Deposit
http://www.fdic.gov/deposit/deposits/insured/index.html
Books
Bailard, Thomas E., David L. Biehl, and Ronald Kaiser. Personal Money Management,
6th ed. De Soto, TX: MacMillan, 1992.
Barron's Guide to Making Investment Decisions. Englewood Cliffs, NJ: Prentice-Hall, 1994. $13.95
Facione, Peter, Donald Scherer, and Thomas Attig. Ethics and Society, 2nd ed.
Englewood Cliffs, NJ: Prentice-Hall, 1991.
Farrell, Paul B. Mutual Funds on the Net: Making Money Online. John Wiley & Sons, 1997.
Garman, Thomas, and Raymond Forgue. Personal Finance, 5th ed. Boston: Houghton Mifflin Company, 1997.
Garman, Thomas. Rip-offs and Fraud. Dame Publications. 1996.
Gitman, Lawrence J. Personal Financial Planning, 7th ed. Chicago, IL: Dryden Press, 1996.
Goodman, Jordan E. Everyone's Money Book. Dearborn Trade, 1996. Investing for Life. A self-study course for teenagers. National Association of
Investors Corporation, 711 West 13 Mile Road, Madison Heights, MI 48071.
1997. $40.00
Kapoor, Jack, Les Dlabay and Robert Hughes. Personal Finance, 4th ed. Homewood, IL: Irwin, 1996.
Kidder, Rushworth M. How Good People Make Tough Choices: Resolving the
Dilemmas of Ethical Living. New York, NY: Fireside Books, 1996.
Kiplinger's Make Your Money Grow. Kiplinger Books, 1993. $14.95
Kobliner, Beth. Get a Financial Life: Personal Finance in Your 20s and 30s.
Fireside Books, 1996.
APPENDIX-7
Mason, Jerald W. The Easy Family Budget. Boston: Houghton Mifflin Company, 1990.
North American Securities Administrators Association and The Council of Better
Business Bureaus. How to be an Informed Investor. 1997. Robinson, Marc. Basics of Investing. Time Life Books, 1996. Train, John. Famous Financial Fiascoes. New York, NY: Crown Publishers, Inc., 1995.
Venditto, Gus. The America Online Money Guide. Que Corp., 1996.
Videos
Investor Protection Through Market Integrity, video. National Futures Association, Public Affairs and Education, 200 West Madison Street, Chicago, IL
60606. 1996. 800-676-4NFA. The story of self-regulation of the futures market.
Describes how the National Futures Association helps assure high standards of
responsibility and performance of persons who work in the futures industry.
Investment Scams: What Con Artists Don't Want You To Know. Investor
Protection Trust, 1901 North Fort Myer Drive, Suite 1012-1014, Arlington, VA
22209. http://www.investorprotection.org
Organizations and Agencies
The organizations and agencies listed here provide investor information and
assistance.
American Association of Individual Investors 625 N. Michigan Ave., Suite 1900
Chicago, IL 60611
312-280-0170
http://www.aaii.com
American Stock Exchange
86 Trinity Place
New York, NY 10006
212-306-1391
http://www.amex.com
Commodity Futures Trading Commission 1155 21st Street, NW
Washington, DC 20581
APPENDIX-8
202-418-5000
http://www.cftc.gov/
Council of Better Business Bureaus
4200 Wilson Blvd., Suite 800
Arlington, VA 22203
703-276-0100
http://www.bbb.org
Federal Reserve Board
20th & C Street NW
Washington, DC 20551
http://www.federalreserve.gov/ Federal Trade Commission 6th & Pennsylvania, NW, Room 130
Washington, DC 20580
202-326-3128
202-326-2222 (complaints)
http://www.ftc.gov
Investment Company Institute 1401 H Street, Suite 1200
Washington, DC 20005
202-293-7700
http://www.ici.org
Investor Protection Trust 1901 North Fort Myer Drive
Suite 1012-1014
Arlington, VA 22209
703-276-1116
http://www.investorprotection.org NASD
1735 K Street, NW
Washington, DC 20006
202-728-8000
http://www.nasd.com
The Nasdaq Stock Market, Inc. 1735 K Street, NW
Washington, DC 20006
202-496-2600
http://www.nasdaq.com
http://www.nasdaqnews.com National Association of Investors Corporation
P.O. Box 220
Royal Oak, MI 48068
APPENDIX-9
810-583-NAIC
http://www.better-investing.org National Fraud Information Center P.O. Box 65868
Washington, DC 20035
800-876-7060
http://www.fraud.org
National Futures Association 200 W. Madison St., Suite 1600
Chicago, IL 60606
312-781-1300
800-592-9400 (Illinois)
800-621-3570 (outside Illinois)
http://www.nfa.futures.org New York Stock Exchange 11 Wall Street
New York, NY 10005
212-656-3000
http://www.nyse.com
North American Securities Administrators Association, Inc.
One Massachusetts Avenue, NW
Suite 310
Washington, DC 20001
202-737-0900
http://www.nasaa.org
Securities Industry Association 120 Broadway
New York, NY 10271
212-608-1500
http://www.sia.com
Securities Investor Protection Corporation (SIPC)
805 15th Street, NW, Suite 800
Washington, DC 20005-2207
202-371-8300
http://www.sipc.org/
Superintendent of Documents U.S. Government Printing Office
Washington, DC 20402
http://www.access.gpo.gov U.S. Postal Service Inspection Service
475 L'Enfant Plaza W., SW
Washington, DC 20260-2100
APPENDIX-10