DIY Personal & Retirement Financial Planning
Do-It-Yourself financial and investment planning Excel spreadsheet software
Why allow the financial industry to help itself to your money? This blog provides you with objective information that could solidify a lifelong commitment on our part to low cost investing. Low cost investing is how you keep more of your own investments for your family, instead of naively giving your money to the financial […]
Markets are in turmoil once again as the “Greek Tragedy†continues to play out on the European stage. German and French banks are girding for a possible default, and the fear of the contagion spreading to the weaker member states of the Eurozone is freezing investors in their tracks. Stock markets are down on a […]
CLICK HERE TO READ THE SKILLED INVESTOR’s OTHER ARTICLES ABOUT THESE “10 FINANCIAL PLANNING STEPS IN THE RIGHT DIRECTION Given the extremely large number and variety of available securities, investors need a rational basis to select among them. Without rational selection criteria and a good understanding of which factors are more or less likely to […]
Passive index investment strategies are superior, because they narrow the range of outcomes and lower your investment risk A previous article, “The Solution – ONLY follow financial strategies that are scientific, passive, diversified, savings focused, risk controlled, low cost, and tax efficient,†suggested that individuals are much better off with a well-considered financial viewpoint. A […]
Choose mutual funds and ETFs with a minimum economical portfolio size If you are going to invest in actively managed funds, then you should want them to have a sufficiently large asset base to fund the necessary research. If an active fund is too small, then fund management quality can suffer or fees could grow. […]