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My Favorite Websites

Portfolio Back Test: https://www.portfoliovisualizer.com/analysis

Calculators: Retirement, How long will my money last, Etc. https://www.saving.org

Compound calculator: https://www.investor.gov/financial-tools-calculators/calculators/compound-interest-calculator

Sector Performance: https://www.barchart.com/stocks/market-performance

https://novelinvestor.com/sector-performance/

Fund overlap: https://www.etfrc.com/index.php

Can you add to my list?

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16 Comments
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Steve Spinella
1 year ago

Here’s another site I find useful:
https://www.jacksonhewitt.com/tax-tools/tax-refund-calculators/
This income tax estimator used to be on the bankrate site, but it has moved here. I find it useful in tax planning before or instead of doing a trial return. I usually print and/or save a pdf for later reference.

Grant Clifford
1 year ago

A couple to add to the list:

PaulMerriman.com which contains a wealth of information based on historical market data. The foundation places an emphasis on education and ‘staying the course’.

awealthofcommonsense.com I enjoy because Ben Carlson, like Jonathan Clemens, is a truth teller and he also brings a younger perspective.

David Powell
1 year ago

I’m not a fan of Monte Carlo modeling or retirement calculators. I feel they build a false sense of security while providing little actionable information.

Without a functioning crystal ball, and having plenty of evidence that “black swans” can reproduce like rabbits, it seems best to study market history and plan conservatively, adding margin for surprises at every variable in the plan. On top of that, it helps to have some extra “air bag” savings for surprise expenses or extreme events.

Jim Wood
1 year ago

I started with dinkytown.net over 28 years ago and although you need to be careful with your assumptions, it offers a wide variety of calculators for not only retirement but also living before retirement with many expenses. Jim

Kevin Lynch
1 year ago

I like this site for lots of different calculators: calculator.net

This one helps you determine how much your Social Security will be taxed:

https://www.annuityadvantage.com/calculator/social-security-taxable-benefits-calculator/

This one is great for evaluating different withdrawals strategies: FICalc.app