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  • Apps & Tools
    • LuX Wealth Engine
    • CAPE Ratio App
    • S&P 500 Return Calculator
  • Categories
    • Economics
    • Education
    • Finance
    • Interesting Links
    • Investing
    • Retirement
    • Review
    • Risk Management
    • Uncategorized
  • Stock Market Valuation Dashboard
    • Cyclically Adjusted P/E Ratio
    • Buffet Indicator: Market Cap-to-GDP

Better Portfolio Performance with Factor Model Monte Carlo In R

August 28, 2020 No Comments

A common problem when evaluating a portfolio manager is that the history of returns is often so short that estimates of risk and performance measures

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A Most Unusual Recession: In Charts

August 14, 2020 No Comments

Something that I’ve struggled with over the past few months is how to reconcile the flood of seemingly disparate economic and financial data. By any

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Beta and Sharpe Ratio of S&P Companies (August 2020)

August 7, 2020 No Comments

The sorted Beta and Sharpe Ratio for all companies listed in the S&P 500 as of August 2020 are now available. Beta and Sharpe are

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The Retirement Matrix – 401K Balance Goals By Age

July 24, 2020 No Comments

If your company offers a 401(K) plan, it can be an effective way to save for your future. With a 401K you get tax benefits,

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Bucks, Buckets and Better Cash Management

July 2, 2020 No Comments

“The arithmetic makes it plain that inflation is a far more devastating tax than anything that has been enacted by our legislatures. The inflation tax

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Retirement Savings 101: Taking Advantage of Your 401K

June 24, 2020 No Comments

“Compound interest is the 8th wonder of the world. He who understands it, earns it; he who doesn’t, pays it.” The above quote is often

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Measuring Up: An Introduction to Risk and Return

June 7, 2020 No Comments

Every investment comes with risk. If you’ve been invested in the stock market over the past few months then you have received the education of

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Ultimate Guide to Dividend Investing

May 9, 2020 No Comments

When most people think of investing, they immediately think of the gains. They envision themselves as the savvy investor that buys Amazon (AMZN) or Google

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Tax Free Income With Municipal Bonds

April 18, 2020 No Comments

Municipal bonds are a bit of magic bullet in the investment world: Low risk Income producing Tax Free Due to the tax-free feature, municipal bonds

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Taking Advantage of Correlation and Portfolio Diversification

April 15, 2020 No Comments

Don’t put all of your eggs in one basket. Don’t bet the house on Red 9. These are common refrains that we all intuitively understand:

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