Most Recent Articles and Tools

Understanding Investment Types lists the different types of investments, mutual funds being one of them. This article goes a little bit deeper into mutual funds.

In the previous article we looked at stock analysis, and using that, perhaps shortlisted some stocks as good candidates to invest in. In part 2 of the "what to buy" step, we'll look into a simulation technique to explore different investment strategies and their effect on stock performance historically.

It is always a good idea to regularly review our stock investment strategies (including our profile parameters) with our financial advisor, to understand how effective they have been.

Cost basis is the effective purchase price of a stock to use for tax purposes. In this article we'll understand how it works, its implication on both our gains and taxes, and look at a few ways the cost basis can be determined.

In the previous article we discussed buying stocks. Now it is time to start monitoring the stock price for the stocks we just invested in. This is known as position-watching or monitoring the position.

In the previous article we discussed stock price life cycle events and alerts. In this article we'll look at events and alerts that help answer the question "when to sell a stock?"

In the article Creating Targeted Savings we saw the benefits of saving towards specific targets. The corresponding calculator is here.

The article Early vs Late Retirement Fund Withdrawals described the pros and cons of early withdrawals from a retirement fund. In this calculator, we'll try to illustrate the same with numbers.

The mortgage refinance calculator is used in conjunction with the article Mortgage Refinance. It helps us to quickly compare our existing loan against a newer lower-interest loan.

The article Reducing Debt discusses the importance of debt reduction and its benefits. The simple calculator on this page provides a way to estimate how long and how much it takes to reduce or eliminate debts.

We discussed investing in various articles: Understanding Investment Types, The Power of Compounding, Age-appropriate Investing, etc. The investment calculator here helps in estimating how to allocate our funds.

This illustrator helps learn about the effect of different cost basis methods on stock sale gains. See Investing in Stock - 9: Stock Cost Basis Methods to understand cost basis.