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Captain Retirement

Sunday, March 15, 2015

Active Management

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Posted by Captain Retirement at 9:18 PM
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Retirement Links

  • AARP SS Calculator
  • CRR at Boston College
  • Georgetown Center for Retirement Initiatives
  • JP Morgan Guide to Retirement 2025
  • Kiplinger's Retiree Map
  • Michigan RDRC
  • MIT AgeLab
  • NBER Retirement and Disability Research Center
  • Next Avenue
  • Pension Research Council of The Wharton School of the University of Pennsylvania
  • Schwab Self-Directed Brokerage Account Indicators
  • Social Security Administration
  • Social Security Research & Statistics
  • Stanford Center on Longevity
  • USAging
  • Vanguard How America Saves 2025
  • Wallet Hub's Best States to Retire 2025

Blog Roll

  • 1. Calculated Risk
    Trump and Fed Policy
  • 2. Juggling Dynamite
    Opportunity for Canada
  • 3. Boston College CRR - MarketWatch Blog
  • 4. Kimble Charting Solutions
    U.S. Dollar Selloff Testing Important Support… For The 3rd Time!
  • 5. Kitces.com
    First Look At The New Kitces Members Section And The State Of The (Nerd’s Eye View) Blog
  • 6. Bilello Blog
  • 7. Collaborative Fund
    Where does value accrue beyond Open AI?
  • 8. Bespoke Investment Goup
    The Closer – First Half Close, Weak Dollar, AI Ideas – 6/30/25
  • 9. Cheap Convexity
    Imperial Circle Part 2: The Long US Asset/Short Global Growth Feedback Loop

Links

  • Real Clear Markets
  • Advisor Perspectives
  • Mortgage News Daily
  • Track the Recovery
  • The Felder Report
  • WSJ Markets
  • Daily Treasury Yield Curve Rates
  • US Yield Curve
  • Corporate Bond Market Distress Index (CMDI)
  • Gas Pump Prices U.S.
  • Econoday Weekly Calendar
  • Fidelity Chart of the Week
  • Duke CFO Survey
  • US Business Cycles
  • Memos from Howard Marks
  • Hoisington Economic Overview
  • Hussman Commentary
  • Real-Time Sahm Rule Recession Indicator
  • FRED Weekly Economic Index (Lewis-Mertens-Stock)
  • Chicago Fed National Activity Index
  • Bull and Bear Markets
  • Long Term Trends
  • Invest Tech Economic Trends
  • Wilshire 5000 Total Market Full Cap Index©/GDP
  • US Real Median Income
  • Changes in U.S. Net Worth: HHs and Nonprofit Orgs
  • Real Time Inequality
  • RV Sales
  • Morningstar Valuation Graph
  • Market Data and Multiples
  • Green Street Advisors U.S. Commercial Property Price Index
  • ISEE Index
  • CNN Business Fear and Greed Index
  • D Short Monthly Moving Averages
  • STAX - Schwab Trading Activity Index
  • State Street Holdings Indicator
  • Lazy Portfolios
  • Bauer Financial Ratings
  • US News Top Rated Funds
  • GICS Methodology
  • Morningstar and Lipper Fund Categories
  • Morningstar US Fund Categories
  • Time Management
  • Cognitive bias cheat sheet
  • The Decision Lab - Biases
  • Alliance for Decision Education
  • 25 Documents You Need Before You Die
  • IRS Rollover Chart
  • AAA Life Insurance Calculator
  • Redfin
  • White Coat Investor
  • Free Annual Credit Report
  • MoneyWise from Schwab
  • Investor.gov
  • HSFPP
  • CFPB Money As You Grow
  • In Pursuit of the Perfect Portfolio MIT Lab for Financial Engineering
  • Once Upon a Chef
  • Budget Bytes
  • Saving For College
  • Educate to Career
  • Undergrad College Degrees By Salary
  • Big Future - College Board
  • Student Loan Planner
  • Khan Academy - Life Skills
  • Council for Economic Education
  • The Positivity Project
  • Our World in Data

U.S. Inflation

  • PCE Price Index BEA
  • US Median CPI
  • CPI BLS
  • The CPI Components
  • CPI and PCE: Two Measures of Inflation
  • Long-Term Look at the CPI
  • Atlanta Fed's Sticky Price CPI

Volatility

  • VIX - CBOE Volatility Index
  • VXN - CBOE NASDAQ Volatility Index
  • GVZ - CBOE GOLD ETF Volatility Index
  • OVX - CBOE Crude Oil Volatility Index
  • VXTLT - Cboe 20+ Year Treasury Bond ETF Volatility Index
  • MOVE - ICE BOFAML U.S. Bond Market Option Volatility Estimate Index

Worksheets

  • Debt Snowball Worksheet
  • Emergency Binders
  • Morningstar Retirement Policy Worksheet
  • The Big Book of Everything

US Mortgage Rates

  • 30-Yr Fixed-Rate Mortgages Since 1971
  • US Mortgage Rates Interactive Graph

US Government Budget

  • U.S. Spending by Budget Function
  • Federal government current expenditures: Interest payments

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Captain Retirement
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