Calculating returns from your stock portfolio can be a tricky matter, especially if some of your holdings pay dividends, or you make frequent deposits and withdrawals from your account. With Excel and ...

Investors need to be able to measure the performance of investments of varying sizes to determine which ones are performing well and which ones are failing. Calculating the rate of return, which is ...

Too many financial decisions are made without factoring in the time value of money. Whether providing financial planning advice related to a client’s retirement, advising a client about a business ...