DIY Personal & Retirement Financial Planning

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

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Reduce investment expenses and control taxation – Step 7 of 10 Financial Planning Steps in the Right Direction

CLICK HERE TO READ THE SKILLED INVESTOR’s OTHER ARTICLES ABOUT THESE “10 FINANCIAL PLANNING STEPS IN THE RIGHT DIRECTION Even with optimal investment strategies, there is still substantial room to improve upon net investment performance through continued and vigilant focus on controlling investment costs and tax realization. Discover Home Financial Planning Software The fees extracted […]

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Investment Valuation and Securities Risk for Individual Investors

The securities markets provide an evolving consensus of the risk-adjusted value of particular securities. By understanding how the markets value securities, individual investors can chose more durable investment strategies Judging the potential usefulness of different investment strategies requires some understanding of what the public securities markets really do. This article discusses how the markets price […]

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Choose Sufficiently Mature Mutual Funds and ETFs

Choose sufficiently mature mutual funds and ETFs Investing in more mature equity and bond mutual funds and exhanged-traded funds (ETFs) allows you to evaluate the historical consistency of a fund’s record. On average, the future portfolio returns of more mature funds are probably no more predictable than for very young funds with a similar style […]

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