Updated May 16, 2020
Covid-19 Info for Individuals
This page gets updated weekly and features answers regarding taxes, charitable contributions, loan, mortgage and rent payments, borrowing from retirement accounts.
Annuities Explained – the graphics help a reader understand the role of annuities in an income plan, and the advantages of a deferred vs. immediate type.
myRA that anyone can open directly with the Treasury Dept.
Portfolio Visualizer – a free portfolio backtester
Historical data on SP500 prices, inflation adjusted prices, earnings, dividends
SEC FAQ sheet on mutual fund fees
A FINRA interactive mutual fund analyzer. Enter a fund ticker and this tool will give you the total 10 year return, profit and loss, and the total fees and charges.
Doug Short’s Advisor Perspective – a comprehensive set of graphs and analysis of major economic indicators
Federal Reserve FRED data and charts
BEA Glossary Explanation of terms like GDP used by the Bureau of Economic Analysis.
BLS latest monthly employment bulletin
Percentage of people with subprime credit in over 3000 counties.
Global debt clock
International Energy Administration – weekly reports on oil inventories and rig counts
Economic growth under 20th century Presidents
Cars, Homes, Legal
Trulia’s home price heat map. Includes median price per square foot for houses sold in each zip code.
Car and Home Insurance – average in each state
Accessing a loved one’s digital remains – an article from Gillware.com