DIY Personal & Retirement Financial Planning

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

financial services sector

Conclusion of the Biggest Personal Finance Story of the Past 30 Years

< <– Go to Part 4 The Biggest Personal Finance Story of the Past 30 Years – Conclusion Financial Planning Software for Individuals This article concludes our series on the greatest personal finance story of the past thirty years. In this article, we discuss whether the dramatic growth in equity value of the financial services […]

Part 2 of the Biggest Personal Finance Story of the Past 30 Years

< — Go to Part 1 The Biggest Personal Finance Story of the Past 30 Years – Part 2 Financial Planning Software for Home Use To understand what has happened to the market valuation of the financial services sector, particularly over the last 30 years, you should view Figure 4 on page 16 of the […]

The Biggest Personal Finance Story of the Past 30 Years

The Biggest Personal Finance Story of the Past 30 Years – Part 1 What could the biggest personal finance story of three decades be? The growth of mutual funds and ETFs? Nope. The dot com boom and bust? Nope. Vanishing pensions? Nope. The not-so-high quality of mortgage bonds? Nope. A 0% personal savings rate nationally? […]

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