Plan By Numbers Blog

Financial Planning simply illustrated by numbers, at our companion blog written by Denis Smirnov.

Equifax Security Breach: What to do

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Our recommendations for the steps you can take to help protect your information after the Equifax breach

Bond Market Overview: Corporates

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A look at the U.S. Corporate Bond universe, both Investment Grade (IG) and High Yield (HY) parts of the market

2017 Mid-Year Review

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Some observations from my performance spreadsheets on how things are going year-to-date in various investment areas

Bond Market Overview: Size and Growth

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In this article I continue analysis of the U.S. Bond Market by putting it in context with dollar figures and growth statistics for various issuer types.

Bond Market Overview

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This post explores the composition of the investment-grade bond market in the U.S. by analyzing Bloomberg Barclays US Aggregate Bond Index or The AGG.

OMG: Stocks Went Down!

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Stocks went down 1% which is quite normal, sit tight!

2016 Review: Economy Edition

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Economy finishes Obama era on steady footing, let’s see what Mr. Trump can deliver