Personal Finance, Investment Management, and Financial Planning -- What Works and What Does Not Work
Our Objective Family Finance Blogs
S&P 500 Index Fund
Best No Load Funds
Pasadena Financial Planner
No Load Bond Funds
The Skilled Investor Blog
Subscribe to OUR OBJECTIVE FAMILY FINANCE BLOGS
OR Enter your email address & get our FREE ARTICLES directly
Go to our PERSONAL FINANCE BLOG
Main Menu
Home
Financial Articles
Financial Forum
Frequent Questions
Financial Web Links
Downloads
Sitemap
Contact Us
Link to Us Easily
Read These Popular Articles on Our Family Finance Blogs:
Actively Managed Mutual Funds
Credit Card Contract
Fee Only Financial Planner
Independent Investment Counselors
Insurance Risk Management
Mutual Fund Performance
Personal Financial Planning
Roth IRA and 401k Contributions
Traditional and Roth IRA Contributions
Login
Username:
Password:
Lost Password?
Register now!
The items below are links to categories. Click on any link to find documents within that category.
HOME
Financial Articles
The Skilled Investor's FUND AUTHORITY SCORES for Mutual Funds and ETFs
Selecting Diversified Investment Funds -- Mutual Funds and ETFs
The Fund Authority Score System for Evaluating Mutual Funds and ETFs
Index Mutual Funds and Index Exchange Traded Funds (ETFs)
Worldwide and International (Non-U.S.) Stock Mutual Funds and ETFs
US Large Capitalization Stock Mutual Funds & ETFs
US Whole Market Stock Mutual Funds & ETFs
On-line Screening of ETFs and Mutual Funds
Mutual Fund Rating Services - Morningstar Star Ratings
Personal Investment Management
Asset Allocation and Personal Investment Risk Tolerance Articles
Cost Control and Investment Performance Improvement Articles
Investment Asset Diversification Articles -- Reducing Your Portfolio Risk
Investment Luck versus Investing Skill Articles
Investment Returns and Securities Market Risk Premiums Articles
Financial Planning and Investment Management Personal Efficiency Articles
Scientific Investment Best Practices Articles
How Stock and Bond Markets Value Investment Securities
Personal Financial Planning
Do You Need Objective Personal Investment and Financial Planning Information?
Financial Decision Rules
Financial Planning -- 10 Personal Steps in the Right Direction
Retirement Planning
Financial Planning When You Rent
About VeriPlan -- Personal Finance Software for Your Lifetime
VeriPlan Overview
How VeriPlan Helps You To Plan Your Lifecycle Finances
Quicken and VeriPlan - A Comparison of Personal Financial Lifecycle Planners
VeriPlan Updates
About VeriPlan -- Miscellaneous
The Carnival of Financial Planning -- on [i]The Skilled Investor's Financial Planning Blog[/i]
Financial Advisors, Investment Counselors, and the Financial Industry
Are Your Best Interests the Same as the Financial Services Industry?
Payment of Investment Advisors, Financial Planners, and Investment Counselors
Selecting a Financial Planning Advisor or Investment Adviser
Regulation of Financial Advisors and Investment Advisers
Frauds and Scams by Financial and Investment Advisers
Scientific Personal Finance - What Works and What Does Not Work
About The Skilled Investor
Terms of Use
Financial Forum
SCROLL DOWN AND SELECT ANY FORUM OR SUBFORUM BELOW
USING THIS FORUM
OVERVIEW OF USING VERIPLAN
VERIPLAN's RED-TABBED "USER INFORMATION" WORKSHEETS
READ ME FIRST worksheet
TERMS OF USE worksheet
VIEWPOINTS worksheet
VERIPLAN's YELLOW-TABBED "YOUR CURRENT PROFILE" WORKSHEETS
1-YOUR AGES worksheet
2-YOUR EARNED INCOME worksheet
3-YOUR PENSIONS & ANNUTIES worksheet
4-YOUR OTHER INCOME worksheet
5-YOUR DEBTS worksheet
6-YOUR CASH worksheet
7-YOUR BONDS worksheet
8-YOUR STOCKS worksheet
9-YOUR PROPERTY worksheet
10-YOUR OTHER ASSETS worksheet
11-YOUR TAXES worksheet
12-YOUR TAX-ADVANTAGED PLANS worksheet
VERIPLAN's ORANGE-TABBED "FINANCIAL PLANNING TOOLS" WORKSHEETS
1-EXPENSE & SAVINGS TOOL worksheet
2-RETIREMENT TOOL worksheet
3-TAX-ADVANTAGED PLAN TOOL worksheet
4-HISTORICAL ASSET RETURNS worksheet
5-ASSET ALLOCATION TOOL worksheet
6-COST-EFFECTIVENESS TOOL worksheet
7-PORTFOLIO RISK TOOL worksheet
8-PORTFOLIO SAFETY TOOL worksheet
9-HOME PURCHASE TOOL worksheet
10-FUTURE DEBT TOOL worksheet
VERIPLAN's PURPLE-TABBED "SUMMARY OF YOUR SETTINGS & LINKS" WORKSHEETS
SUMMARY OF YOUR USER PROFILE SETTINGS
SUMMARY OF YOUR VERIPLAN TOOLS SETTINGS
VERIPLAN'S BLUE-TABBED "YOUR PLAN GRAPHICS" WORKSHEETS
1-INCOME graphic
2-EXPENSES graphic
3-PRE-DEBT PROFIT graphic
4-DEBT PAYMENTS graphic
5-AFTER-DEBT PROFIT graphic
6-SAVINGS % graphic
7-TAXES $ graphic
8-TAX RATES % graphic
9-HUMAN CAPITAL graphic
10-FINANCIAL ASSETS graphic
11-ALLOCATION graphic
12-WITHDRAW % graphic
13-ASSETS+DEBTS graphic
14-TAX ASSETS graphic
15-TRANSACTIONS graphic
16-COST-EFFICIENCY $ graphic
17-COST-EFFICIENCY % graphic
18-SALES LOADS graphic
19-FINANCIAL & LOST ASSETS graphic
20-TOTAL & LOST ASSETS graphic
21-SAFETY MARGIN graphic
VERIPLAN's GREEN-TABBED "YOUR PLAN DATA" WORKSHEETS
Frequent Questions
About The Skilled Investor:
About VeriPlan - Your Personal Financial Lifecycle Planner
Scientific Investing for Individual Investors:
Registering with The Skilled Investor:
Terms of Use for The Skilled Investor:
Financial Web Links
Asset Allocation
* Efficient Frontier
Bonds & Fixed Income
* Rate Spread on Corporate Bonds
* The Credit Spread Puzzle
Commodities
* Value of Commodity Futures
Credit & Debt
* Credit Card Market & Regulation
* Credit Cards Out To Get You
* How to win at credit cards
Economics & Statistics
* Consumer Price Index
* Damodaran Online
* Fed Interest Rates
* Federal Reserve database
* Morningstar
* US Personal Savings Rates
Finance Professors
* Worldwide Directory of Finance Faculty
* Jeremy J. Siegel
* John Y. Campbell
* Meir Statman
* William F. Sharpe
Financial Expenses
* Arithmetic of Active Management
* Costs and benefits of brokers
* S&P 500 Index Fund Expenses
Financial Research
* TIAA-CREF Institute
Index Benchmarks
* Original S&P 500 Returns
Investment Returns
* Equity Risk Premium Expectations
Investment Risk
* MyRiskTolerance.com
Money Market Funds
* iMoneyNet.com
Mutual Funds and ETFs
* ETF Consultants
* IndexUniverse.com
* Investment Company Institute
* Lipper Leader Rating System
* Morningstar Rating for Funds Factsheet
* SPIVA - S&P Versus Active
* Understanding Mutual Fund Classes
Quantitative Finance
* The Blow-up
Retirement Accounts
* IRS 401k FAQ
* IRS Designated Roth 401k
* IRS FAQ on IRAs
Retirement Planning
* Boston College Center for Retirement Research
* Social Security Actuarial Info
* Social Security Benefit Calculators
* US Social Security Administration
Taxes & Capital Gains
* Federation of Tax Administrators
* Internal Revenue Service
* IRS Frequently Asked Questions
* IRS Publications
* Optimal Asset Location
Submit
Popular
Top Rated
Downloads
Money & Finance Blogs -- Blogroll
VERIPLAN DOWNLOADS
Popular
Top Rated