Models Visualized
After-Tax Accumulations
- How to Calculate Accrual Based Taxes on Interest and Dividends
- How to Calculate the Future Value of a Tax-Deferred Account
- How to Calculate the Future Value of a Tax-Free Account
- How to Calculate the Tax-Drag on a Taxable Account
- How to Calculate the Tax-Drag on Wealth Based Taxes
Quantitative Methods
- How to Calculate the Arithmetic Mean
- How to Calculate the Geometric Mean
- How to Calculate Holding Period Returns
- How to Calculate the Information Ratio
- How to Calculate Net Present Value
- How to Calculate the Sharpe Ratio
- How to Calculate Time-Weighted Returns
- How to Calculate the Weighted Mean
- Interpreting Interest Rates
Risk Management for Individuals
Time Value of Money
- How to Calculate Future Value and Present Value Interest Factors
- How to Calculate Future Value
- How to Calculate the Future Value of an Annuity Due
- How to Calculate the Future Value of an Ordinary Annuity
- How to Calculate Present Value
- How to Calculate the Present Value of an Annuity Due
- How to Calculate the Present Value of an Ordinary Annuity
- How to Calculate the Present Value of a Perpetuity