DIY Personal & Retirement Financial Planning
Do-It-Yourself financial and investment planning Excel spreadsheet software
Your time is valuable, and it should be included in calculations about your investment returns. Whether you add or subtract value from your assets when you spend time on investment activities should also be evaluated. Some investors spend significant time on the wrong strategies. Instead of adding value, their efforts reduce their investment portfolio performance […]
If investment mutual fund managers were truly skilled at beating the market, then you would expect mutual fund manager performance prowess to persist over time. Unfortunately, the evidence indicates that superior past professional performance among mutual fund managers tends not to persist. Past superior mutual fund performance is simply not a predictor of future superior […]
The heavy burden of recurring investment fees (Part 2 of 2) < < — Go to Part 1 By charging fees as a percent of your assets, the investment industry can make their recurring fees seem small – like they are “just a few†percent. Find Home Financial Planning Software Furthermore, by charging fees against […]