DIY Personal & Retirement Financial Planning

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

return on investment

Automated Tool Aligns Your Investment Risk Tolerance and Asset Allocation

Check out this automated tool for aligning your investment risk tolerance and asset allocation – A Tip from The Skilled Investor Your tolerance for investment risk is a relative thing. Few people like investment risk, but some can handle it better than others can. The more investment risk you are willing to tolerate, the higher […]

Your Investment Risk Tolerance Drives Your Asset Allocation Decision

Your personal tolerance for investment risk should drive your asset allocation decision – A Tip from The Skilled Investor Your tolerance for investment risk is a relative thing. Few people like investment risk, but some can handle it better than others do. The more investment risk you can and are willing to tolerate, the higher […]

No Financial Planning Software or Calculator Can Predict the Future – Part 2

No financial planning software and no investment growth calculator can predict the future – Part 2 The future in not predictable, even with automated financial planning software. The future is fundamentally not predictable. The future of personal financial planning and investing is similarly unpredictable. The Skilled Investor’s approach with VeriPlan is different. As a lifetime […]

If Personal Finance is Difficult – Carefully Hire a Good Advisor

If personal finance is difficult for you, carefully hire a good financial and investment adviser A previous financial article, “The Solution – ONLY follow financial strategies that are scientific, passive, diversified, savings focused, risk controlled, low cost, and tax efficient,” suggested that investors are much better off with a well-considered financial plan. A stable set […]

Advisor Costs and Strategies Determine Your Return on their Services

Financial advisor costs and the value of their investment strategies determine your return on investment from these investment advisor services A previous financial article, “The Solution – ONLY follow financial strategies that are scientific, passive, diversified, savings focused, risk controlled, low cost, and tax efficient,” suggested that investors are much better off with a well-considered […]

Scroll to top