Below are various papers we have written and a few spreadsheet calculators we have developed.
There is also additional content on our blog.
White Papers
Ruminations by Other People
Ruminations on Investment Philosophy
Ruminations on Being a Financial Professional
Ruminations on Paying Off the Mortgage
Ruminations on Roth vs. Traditional IRAs
Charts
Spreadsheets
Alpha for Confidence Spreadsheet
Black-Scholes Option Pricing Spreadsheet
Converting Arithmetic to Geometric Averages Spreadsheet
Duration Calculator for Stocks, Bonds, & Mortgages
Efficient Frontier Spreadsheet
Historical Market Downturns Spreadsheet
Improved Geometric Mean Function for Excel [syntax: mygeomean(range)]
Investment Return Matrix Spreadsheet
Itemized Deduction Bunching Calculator
Joint Life Probability Spreadsheet
MCS Spreadsheet for Foundations
MCS Spreadsheet for Private Clients (instructions)
One-Person Retirement Plan Comparison Spreadsheet
One-Person Social Security Breakeven Spreadsheet
Pension Option Analysis Spreadsheet
Russell Indices Spreadsheet
Stock Market Trend Spreadsheet
Stocks vs Bonds Spreadsheet
Tax Treatment Comparison Spreadsheet