Category Archives: Personal Finance

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Financial Analysis Example – Planning for Retirement

While a robust financial analysis example can teach you many things and span across numerous practical applications, there is none that is as relevant as the one involved in your own personal financial planning. This particular financial analysis example shows you how you can set up a spreadsheet model to evaluate and attain your personal financial goals. Relevant concepts such as Present Value, Future Value and Real Rate of Return, among others, are discussed. The exportable spreadsheet can be found at the end of the tutorial.

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ETFs A Safe Bet For Novice Investors

Mutual funds are a very popular form of investment these days. Most people already own mutual funds within their brokerage account or retirement plan. New investors should understand this type of investment and why a significant number of people prefer them.

Mutual funds are investment that will involve a group of investors that combine their money. They employ a portfolio manager that could invest their asset funds inside in the stock market or other securities. The manager will deal with researching and maintaining winning assets around the stock market.

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Accounting for Bonds

This is a continuation of “The Basics and Pricing of Debt Securities” post. If you have not read that post / are unfamiliar with how bonds are priced, please do so before reading this article.