- Tax Planning
- Investments 1: Before you Invest
- Investments 2: Your Investment Plan
- Investments 3: Securities Market Basics
- Investments 4: Bond Basics
- Investments 5: Stock Basics
- Investments 6: Mutual Fund Basics
- Investments 7: Building Your Portfolio
- Investments 8: Picking Financial Assets
- Investments 9: Portfolio Rebalancing and Reporting
- Retirement 1: Basics
- Retirement 2: Social Security
- Retirement 3: Employer Qualified Plans
- Retirement 4: Individual and Small Business Plans
- Estate Planning Basics
Learning Tools
The following Learning Tools may be helpful as you prepare your personal financial plan:
15. Possible Benchmarks for Your Investment Plan
This document shows possible benchmarks for most of the major asset classes.
23. Return Simulation Spreadsheet
This spreadsheet shows the impact of various investment strategies and also shows the volatility for different asset classes. This spreadsheet will also show you the historical impact of different asset allocation decisions for several asset classes.
26. After-Tax, Equivalent Taxable Yield, and After-Inflation Returns
This spreadsheet calculates the after-tax return, equivalent taxable yield, and after-inflation return on various assets.
27. Expected Return Simulation
This spreadsheet shows a historical perspective on returns and standard deviation (risk) for the major asset classes over the last one, five, ten, twenty-five, fifty, seventy-five, and eighty years. The spreadsheet also includes recommended benchmarks for some of the major asset classes.
