Discover how to accurately calculate beta in Excel, understand its importance in finance, and ensure consistency by choosing the correct time periods for data analysis.

Calculating stock growth rates can be challenging and seem intimidating, especially with all the numbers and terminology getting thrown around. Every investor has a preferred way of calculating that ...

On this episode of The Long View, Scott Burns, syndicated personal finance columnist and author, talks about two-fund portfolios, retirement planning, the bond market, and more. Christine Benz: Thanks ...

If you are struggling to keep track of performance metrics and identify areas needing improvement? You will be pleased to know that you are not alone. Many people find it challenging to sift through ...

Gross profit is one of the most important measures of profitability in corporate finance. Gross profit is total revenue minus the cost of goods sold (COGS). Because this metric only takes into account ...

Balance risk and stability by diversifying across sectors, regions and asset types. Reassess and rebalance your portfolio regularly to stay aligned with your strategy. Your investment approach should ...

Balancing your portfolio spreads your risks across asset classes. Checking your portfolio at regular intervals allows you to make tweaks as needed. A professional advisor can provide fresh eyes to ...

Every thriving business relies on a robust return on investment (ROI) to help gauge whether its investments are yielding a profit. Although you as an individual investor possess shallower pockets than ...

To calculate your average trade price, add all purchase prices and divide by the number of trades. Use weighted average trade price calculation if share quantities vary per purchase. Weighted averages ...