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Basic concepts everyone needs to know, from compound interest to the stock market.

   

Why index investing makes sense…

What indexes and index funds are…

How to build a simple portfolio…


…and a tiny list of index funds and ETFs.

Tax Calculator …
Capital Gains Calculator
Payroll Tax Calculator (Social Security and Medicare)
Tax Brackets

Roth IRA basics,
income and contribution limits,
investment suggestions,
and a Roth IRA calculator.

401(k) Calculator

Tax-efficient investing

 

Financial Statements: the Big Picture.

Learn volatility basics;
plan your life with a Monte Carlo calculator.

Intro to
Modern Portfolio Theory:
understand diversification and the Efficient Frontier,
find a portfolio with the maximum Sharpe Ratio;
why index funds are