Adventures in Financial Analysis

My continuing journey into the world of finance.

Category

MS Excel

Is Your Thrift Savings Plan Optimized?

“What should I do with my Thrift Savings Plan?” I get that question all the time. If you don’t know what the Thrift Savings Plan is, you can check out my post covering the basics of the Thrift Savings Plan… Continue Reading →

Do Taxes Reduce Risk?

While studying for the CFA (Chartered Financial Analyst) level 3 exam, there is a concept I came across which is new to me. In a taxable investment, volatility lowers risk. Here’s the formula: σAT = σ ( 1 – t… Continue Reading →

2015 – A Year Of Progress

It’s the first day of 2016! Time to take stock of what happened in 2015, and look ahead to 2016. Overall, my 2015 was great. In fact, it was even better than my 2014. Quick review of 2015: I finished my… Continue Reading →

Option Strategies With Excel

In the CFA Level 3 curriculum, there are what feels like hundreds of formulas for option strategies. The formulas are all very similar in appearance to each other and would be difficult to memorize. Fortunately, I am able to just work the… Continue Reading →

Hitting The Wall

I am down to 25 days and 18 hours, until I sit for the CFA Level II Exam. I have spent a total of 50 hours over the past 11 days studying for the exam. This leaves me with 150… Continue Reading →

Score One For Active Management

A while back I posted about the performance of my TSP account, and I planted a mental note in my head to analyze my Roth IRA account in the same way when I got a chance. So I did. I printed out… Continue Reading →

ModelOff 2014

I wish I had the time and the skills to compete in this. I am seriously lacking in the MS Excel department currently to have any chance at competing. Hint: if you need a mouse (like me) to use MS Excel,… Continue Reading →

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