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My Personal Finance Journey

Personal finance observation, musing and decisions in a journey toward financial independence by 36 with at least $1 million.

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Stock Research Resources



I'm currently having access to the following research reports:

- S&P Report via AmeriTrade
- Citigroup Research via Smith Barney (ESOP account)
- Lehman Brother Research via Fidelity (401k, ESPP and Roth IRA account)
- Argus Research via Fidelity
- Morningstar (complimentary 6-month subscription)

In addition, for self research, I'm using the following resources:

- MSN MoneyCentral
- Yahoo
- WSJ
- Quicken
- Multex (free research reports)

I'm thinking of opening my wife's Roth IRA in BrownCo for JP Morgan research.

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