DIY Personal & Retirement Financial Planning

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

money

Market Turbulence and Portfolio Fine Tuning

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 […]

Excessive Investment Expenses Take 2% of Individual Investor Assets Every Year

Excessive investment expenses take 2% of individual investor’s assets every year Year after year, millions of people lose large amounts of money on unnecessary and unproductive investment costs and investment expenses. The typical investor loses about 2% of portfolio assets every year by paying too much and getting too little in return. Financial Planning Software […]

Scroll to top