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Resources

David's OfficeBelow are various papers we have written and a few spreadsheet calculators we have developed.

There is also additional content on our blog.

White Papers

  • PDF Ruminations by Other People
  • PDF Ruminations on Investment Philosophy
  • PDF Ruminations on Being a Financial Professional
  • PDF Ruminations on Paying Off the Mortgage
  • PDF Ruminations on Roth vs. Traditional IRAs

Charts

  • PDF Ranked Asset Class Returns

Spreadsheets

  • Excel Alpha for Confidence Spreadsheet
  • Excel Black-Scholes Option Pricing Spreadsheet
  • Excel Converting Arithmetic to Geometric Averages Spreadsheet
  • Excel Duration Calculator for Stocks, Bonds, & Mortgages
  • Excel Efficient Frontier Spreadsheet
  • Excel Historical Market Downturns Spreadsheet
  • Excel Investment Return Matrix Spreadsheet
  • Excel Itemized Deduction Bunching Calculator
  • Excel Joint Life Probability Spreadsheet
  • Excel MCS Spreadsheet for Foundations
  • Excel MCS Spreadsheet for Private Clients (instructions)
  • Excel Merton Share Calculator
  • Excel One-Person Retirement Plan Comparison Spreadsheet
  • Excel One-Person Social Security Breakeven Spreadsheet
  • Excel Pension Option Analysis Spreadsheet
  • Excel Russell Indices Spreadsheet
  • Excel Stock Market Trend Spreadsheet
  • Excel Stocks vs Bonds Spreadsheet
  • Excel Tax Treatment Comparison Spreadsheet

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