Calculators, Videos, Articles, Resources and a Poem
Calculators & Tools:
- Vanguard Retirement Nest Egg Calculator from Stocks — Part XIII: Withdrawal Rate, how much can I spend anyway?
- Empower: Track your net worth and monitor all your investments in real time.
- The Global Rich List: See where you rank in wealth and/or income compared to the rest of the world.
- History of the Dow Jones average from Stocks — Part I
- Investment Calculator
- Investment Calculator from Stocks Part I and Stocks — Part VII: Can everyone really retire a millionaire?
- S&P 500 Return calculator from Stocks Part I and Stocks — Part VII: Can everyone really retire a millionaire?:
- Comparing annualized growth rates between any two dates
- Historical Inflation Calculator
- Inflation Calculator
- Taxcaster: Tax forecasting tool
- FIRE Calculator I haven’t personally used this one, but I’ve seen it highly recommended. It is on this list now thanks to reader Jian.
- Expense Ratio Calculator Think higher fee don’t matter? Run the numbers. You might be shocked.
- 401kfee.com — how-much-are-high-fees-costing-you from Addendum #2 in Stocks — Part VIII-b
- Bright Scope — a tool for evaluating your 401k plan from Addendum #4 in Stocks — Part VIII-b
- RMD Calculator — a tool for calculating your Required Minimum Distributions once you reach 70.5 from Stocks — Part XXIV: RMDs
- Inflation Calculator from Stocks — Part XXVIII: Debt – The Unacceptable Burden
- Rule 72(t) calculator for those thinking about using a SEPP plan for early IRA withdrawals from Stocks — Part XX
- Stockchoker. Plug in three bits of info – the name of a stock or mutual fund, a date and an amount invested – and it will instantly spit out what you would have made along with a smart-ass comment. Very nice to have when some advisor is urging you to dump your index funds for his high-fee super-duper fund with the secret proprietary logarithms sure to make him, er, you rich.
- Net Worth Tracker Spreadsheet
- Pay down mortgage vs. invest calculator
- The Best Retirement Calculators, a comprehensive review from my pal Darrow
- Calculator Soup: A site filled with calculators for just about anything.
Warren Buffett: WB’s plan for his widow
Ray Dalio: How the economy works
At various points on this blog I suggest only about 20% of active managers out-perform the index. That’s being generous:
For an even longer period – 1976-2006, 30 years the odds are much worse. Less than 1%: http://www.marketwatch.com/story/almost-no-one-can-beat-the-market-2013-10-25
From the New York Times: How many mutual funds routinely rout the market? Zero.
Andrew Waits performs his poem on wealth. Worth a listen even if poetry isn’t your thing.