rational expectations Archives - DIY Personal & Retirement Financial Planning

DIY Personal & Retirement Financial Planning

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

Assess your personal investment return and risk preferences – Step 3 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.” Investors with different levels of risk tolerance are more satisfied with investment strategies that are better aligned with their risk preferences. Find Home Financial Planning Software Differences in investors’ personal risk tolerances mean that more risk-averse […]

"I finally had the opportunity to dig into your most recent upgrade. It is amazing how far the product has come since I first interacted with the 2010 edition and the 2016 update shows the large amount of work done to make a major improvement in the product. The property and debt improvement is substantial. The fact it allows for buying and selling analysis of properties prospectively opens the door for using it with a number of primarily real estate oriented clients and I’m looking forward to that. I am also quite pleased to see the inflation rate adjustment with debt repayments. Thank you."Email update from L. M., Senior Investment Advisor in Idaho