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
- Investment Return Matrix Spreadsheet
- Itemized Deduction Bunching Calculator
- Joint Life Probability Spreadsheet
- MCS Spreadsheet for Foundations
- MCS Spreadsheet for Private Clients (instructions)
- Merton Share Calculator
- 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