efficiency factors Archives - DIY Personal & Retirement Financial Planning

DIY Personal & Retirement Financial Planning

Do-It-Yourself financial and investment planning Excel spreadsheet software

Fund Authority Scores for Stock ETFs and Mutual Funds – Fund maturity and operating efficiency

Fund Authority Scores rate mutual funds and ETFs on the most important economic factors affecting long term diversified stock or equity investment fund performance. This article explains the investment fund maturity and operating efficiency factors. <<– Go to Part 2 Financial Planning Software for Home Use Parts 1 and 2 of this article discussed the […]

"I finally had the opportunity to dig into your most recent upgrade. It is amazing how far the product has come since I first interacted with the 2010 edition and the 2016 update shows the large amount of work done to make a major improvement in the product. The property and debt improvement is substantial. The fact it allows for buying and selling analysis of properties prospectively opens the door for using it with a number of primarily real estate oriented clients and I’m looking forward to that. I am also quite pleased to see the inflation rate adjustment with debt repayments. Thank you."Email update from L. M., Senior Investment Advisor in Idaho