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A feasible financial planning typically involves the following four steps and tips

A feasible financial planning typically involves the following four steps and tips

by admin | May 27, 2023 | Financial Goals

In order to achieve one’s life dreams, financial institutions, financial media, and many financial planners emphasize the importance of financial planning. However, many individuals often face challenges in implementing their plans. Why is that? Reason 1:...
Investment Return Calculation – 4 Methods and Applications

Investment Return Calculation – 4 Methods and Applications

by admin | Oct 5, 2022 | Finance Basics

Recommend checking the table of contents first. A sample set of investment return calculation transaction dataTotal ReturnUnrealized ReturnArithmetic Average ReturnMoney-Weighted Rate of Return(MWRR)Time-Weighted Rate of Return(TWRR)Investment Return Calculation...
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Recent articles.

Money-Weighted Rate of Return – Loan and Investment Programs Selection

Recommend checking the table of contents first.Spreadsheet calculation of the MWRR for cash flowsThe Meaning of the MWRRComparison of loan and investment programs - Application of MWRRWhich bank's loan program should I choose?I have many loans; should I choose from...

A feasible financial planning typically involves the following four steps and tips

In order to achieve one's life dreams, financial institutions, financial media, and many financial planners emphasize the importance of financial planning. However, many individuals often face challenges in implementing their plans. Why is that? Reason 1: Unclear...

Investment Return Calculation – 4 Methods and Applications

Recommend checking the table of contents first. A sample set of investment return calculation transaction dataTotal ReturnUnrealized ReturnArithmetic Average ReturnMoney-Weighted Rate of Return(MWRR)Time-Weighted Rate of Return(TWRR)Investment Return Calculation...

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