"Members Only" here merely refers to the fact that the data and tools contained beyond are things that I want some control over their distribution and dissemination. To become a "member", just register your name and email address below. If you are already a member, login below to access the information via the buttons further below. Note, also, that these pages are specifically designed for a desktop and do not present well in a mobile browser.
The monthly-updated performance reports provide detailed information to over 30 different market indexes that I follow. The annually-updated tax-related reports provide information related to the characterization of select index-related ETFs' income--investors may find this information helpful with their tax-return preparation.
Would you like to see where (at a high-level) your money goes? You might think you know, but you also might be surprised. This relatively simple tool works from the top-down (starting with your last year's tax return) to do just that. It's a great way to start the financial planning process.
For most people, their maximum annual IRA contribution amount is simply the IRS' maximum amount--which gets updated annually. For those with higher incomes, however, contribution amounts and their tax-deductibility can be phased-out or even eliminated. This calculator is primarily for that group, but it will work for everyone.