DIY Personal & Retirement Financial Planning

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

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Develop Your Own Personal Financial Planning Skills – Step 1 of 10 Financial Planning Steps in the Right Direction

You are completely responsible for your financial and investment success or failure. Delegating investment decisions to industry advisers largely on naive faith and hope without adequate personal knowledge, attention, and control can be very risky to your personal and family welfare. The only practical solution is for you to increase your personal investment knowledge and […]

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American Funds – EuroPacific Growth Fund – Class A Shares (AEPGX) get a +2 Fund Authority Score

The diversified investment fund strategy of American Funds’ EuroPacific Growth Fund According to American Funds’ Annual Report for the EuroPacific Growth Fund, the fund “seeks long-term capital appreciation by investing primarily in the securities of companies based in Europe and the Pacific Basin.” American Fund’s 497 filing on the U.S. Securities and Exchange Commission EDGAR […]

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