- Видео 41
- Просмотров 85 588
Craig Lemoine
Добавлен 10 июл 2017
4: From Excel Hell to Portfolio Paradise: The Nitrogen Revolution
Dive into the world of advanced financial planning with Dr. Craig Lemoine from the University of Illinois, Urbana-Champaign! In this exciting tutorial, we explore the power of Nitrogen, a cutting-edge wealth management tool that's revolutionizing portfolio analysis.
🔬 What you'll learn:
How to create and model sample investment accounts
Analyzing risk-reward dynamics of different portfolio compositions
Exploring tax implications and expense ratios
Using sophisticated statistical tools for deeper insights
Visualizing portfolio performance and diversification
🎯 Perfect for:
Finance students
Financial advisors
Investment enthusiasts
Anyone interested in modern portfolio management techniques
Watch as Dr...
🔬 What you'll learn:
How to create and model sample investment accounts
Analyzing risk-reward dynamics of different portfolio compositions
Exploring tax implications and expense ratios
Using sophisticated statistical tools for deeper insights
Visualizing portfolio performance and diversification
🎯 Perfect for:
Finance students
Financial advisors
Investment enthusiasts
Anyone interested in modern portfolio management techniques
Watch as Dr...
Просмотров: 31
Видео
1: Introduction to Nitrogen: Advanced Portfolio Analysis Made Simple | Financial Planning Tools
Просмотров 66День назад
Dr. Craig Le Mo from the University of Illinois demonstrates how to use Nitrogen's wealth management platform for sophisticated portfolio analysis. This tutorial covers: • Creating and analyzing sample retirement portfolios • Understanding risk-reward relationships • Exploring diversification metrics and asset allocation • Comparing portfolio performance against benchmarks • Using the Stats tab...
3: Beyond Stocks and Bonds: A Nitrogen-Powered Portfolio Adventure
Просмотров 13День назад
Join Dr. Craig Lemoine from the University of Illinois as he takes you on an exciting journey through the world of alternative investments and portfolio diversification. Using the innovative Nitrogen tool, Dr. Lemoine breaks down complex correlation metrics into easy-to-understand visuals, demonstrating how assets like farmland REITs, Bitcoin, and commodities can enhance your investment strateg...
2: Spice Up Your Portfolio: The Power of Alternatives in Investing
Просмотров 12День назад
Join Dr. Craig Lemoine from the University of Illinois as he explores the dynamics of diversification and alternative investments using the Nitrogen Wall tool. This eye-opening video compares three portfolio models: a traditional 80/20 split, an internationally diversified portfolio, and an alternative-heavy portfolio. Discover how adding non-correlated assets like Bitcoin, farmland, and commod...
3: Diving Deep into Income, Alts and Retirement
Просмотров 40День назад
In this final installment of our Income Lab series, Dr. Craig Lemoine demonstrates real-world portfolio outcomes comparing traditional 60/40 splits with alternative asset allocations. Watch as we reveal how "boring" investments like land and commodities can actually lead to exciting portfolio possibilities. Perfect for financial planners looking to communicate complex concepts to clients and an...
2: Retirement Planning and Alts: Stress Testing and Tax Optimization Strategies
Просмотров 74День назад
Join Dr. Craig Lemoine, Director of Financial Planning at the University of Illinois, as he dives deep into alternative investments using real portfolio simulations. Watch as we explore how different allocations of alternative investments impact retirement outcomes through various market conditions, including the Great Depression. Learn how Roth conversion strategies become even more crucial wi...
1 - Retirement Planning and Alts: Introducing Income Lab
Просмотров 96День назад
Join Dr. Craig Lemoine, Director of the Financial Planning Program at the University of Illinois, as he walks through a real-world retirement case study using Income Lab. Follow Gary and Jenny's journey with their $2M portfolio as we explore retirement spending sustainability, Social Security optimization, and portfolio allocation. Learn how Income Lab's sophisticated software helps financial p...
1: Don't Let Market Timing Crush Your Retirement Dreams
Просмотров 10821 день назад
Join Craig Lemoine as he dives into the critical concept of sequence of withdrawal risk in retirement planning. Using real-world examples like the 2008 market crash, we explain why the timing of market returns matters more in retirement than during wealth accumulation. Learn practical strategies including annuities and asset class diversification across stocks, bonds, and farmland.
2 - Sequence of Return Risk: A $2 Million Portfolio Case Study
Просмотров 21221 день назад
Join Dr. Craig Lemoine, Director of Financial Planning at the University of Illinois, as he breaks down sequence of return risk using real market data. Watch as we analyze a $2 million portfolio with different asset allocations including stocks, bonds, and agricultural land. Learn how different investment mixes perform during market volatility and why diversification matters in retirement plann...
3 - When Your Retirement Portfolio Goes "Boom!" (And Not in a Good Way)
Просмотров 24821 день назад
Join Dr. Craig Lemoine, Director of the Financial Planning Program at the University of Illinois, as he breaks down the devastating impact of sequence risk on retirement portfolios. Watch as we simulate different market scenarios and discover how a $2 million portfolio can quickly become $1.2 million in just three years. Learn practical strategies for protecting your retirement, including diver...
Present Value of a Single Sum (PVSS) - Pay College Today Example
Просмотров 1467 месяцев назад
In this video, we'll learn about the concept of present value and how to calculate it using a real-world example. Present value is the process of taking a future sum of money and discounting it back to its value today. The example we'll walk through is a scenario where you've become very wealthy and your favorite sibling has a new child. You want to set aside enough money today that will grow t...
Having some fun with Time Value of Money - Present Value
Просмотров 1597 месяцев назад
In this video, Craig Lemoine, PhD, MRFC, CFP®, explains how to calculate the present value of an investment using the Time Value of Money (TVM) concept. He walks through a practical example where an investment promises to pay $1,300 at the end of each year for 30 years and demonstrates how to find its present value using a 7% discount rate. Craig explains that a discount rate is the rate of ret...
Having some fun with Time Value of Money - Future Value
Просмотров 1587 месяцев назад
In this video, Craig Lemoine PhD, MRFC, CFP® walks through a complex time value of money problem step-by-step. He demonstrates how to solve for future value when given a series of cash flows ($25 per week), an interest rate (8% annualized, compounded weekly), and a time period (25 years). Using these inputs, he calculates a future value of $109,448 after 25 years. Craig then explores how the fu...
Inflation and Inflation Adjusted Payment Streams - Accurate College Cost Example
Просмотров 857 месяцев назад
Join financial expert Dr. Craig Lemoine as he dives deep into the world of inflation and college savings. Using an engaging high dive story and a real-world college cost example, Dr. Lemoine breaks down the complexities of inflation adjusted payment streams, Fisher's equation, and time value of money calculations. By the end of this video, you'll have the tools and knowledge to tackle your own ...
Time Value of Money - Introducing Payments
Просмотров 657 месяцев назад
Time Value of Money - Introducing Payments
Time Value of Money - Solving for Interest Rates and Number of Periods
Просмотров 397 месяцев назад
In this educational video, Dr. Craig Lemoine walks through solving for interest rates and number of periods using time value of money calculations. He demonstrates how to use Excel to find mortgage payments, payoff timelines when making extra payments, required rates of return to reach investment goals, and more. Lemoine starts with an example of taking out a $300,000 mortgage at 6.75% interest...
Future Value of a Single Sum (FVSS)Unsubsidized Student Loan Example
Просмотров 1307 месяцев назад
Future Value of a Single Sum (FVSS)Unsubsidized Student Loan Example
Agriculture Focused Financial Planning designation (AFFP)
Просмотров 8144 года назад
Agriculture Focused Financial Planning designation (AFFP)
What you should know about Unemployment Insurance
Просмотров 1734 года назад
What you should know about Unemployment Insurance
Navigating Your Personal Finances in a Time of Uncertainty
Просмотров 4964 года назад
Navigating Your Personal Finances in a Time of Uncertainty
08: Solving for Interest Rates: Million in 40 years
Просмотров 6864 года назад
08: Solving for Interest Rates: Million in 40 years
09: Solving for Interest Rate: $10k to $20k
Просмотров 6174 года назад
09: Solving for Interest Rate: $10k to $20k
07: How long will it take to meet your goals?
Просмотров 7444 года назад
07: How long will it take to meet your goals?
01: Time Value of Money Basic Concepts
Просмотров 3,1 тыс.4 года назад
01: Time Value of Money Basic Concepts
02: Future Value of a Single Sum (FVSS)
Просмотров 1,3 тыс.4 года назад
02: Future Value of a Single Sum (FVSS)
03: Future Value of a Single Sum (FVSS)The $2K and 40 years example
Просмотров 1 тыс.4 года назад
03: Future Value of a Single Sum (FVSS)The $2K and 40 years example
05: Present Value of a Single Sum (PVSS)
Просмотров 9044 года назад
05: Present Value of a Single Sum (PVSS)
Craig has a unique ability to simplify concepts that students struggle to understand. Great video!
@craig Lemoine Thank you so much for excellent TVM video series together with brilliant “Food for Thought” 💭
@craig Lemoine Thank you so much for excellent TVM video series together with brilliant “Food for Thought” 💭
@craig Lemoine Thank you so much for excellent TVM video series together with brilliant “Food for Thought” 💭
@craig Lemoine Thank you so much for excellent TVM video series together with brilliant “Food for Thought” 💭
@craig Lemoine Thank you so much for excellent TVM video series together with brilliant “Food for Thought” 💭
@craig Lemoine Thank you so much for excellent TVM video series together with brilliant “Food for Thought” 💭
@craig Lemoine Thank you so much for excellent TVM video series together with brilliant “Food for Thought” 💭
@craig Lemoine Thank you so much for excellent TVM video series together with brilliant “Food for Thought” 💭
@craig Lemoine Thank you so much for excellent TVM video series together with brilliant “Food for Thought” 💭
2:58
Great video Craig!
Why was the inflation rate raised to 3.5%? You said the 100 year inflation rate was 3.25% on the previous screen. Did I miss something?
Great content!
Love the content