Downloadable Mutual Fund and Budget Calculator Templates

For families with kids getting ready to enter college there are a wide variety of college cost estimators available. Parents can see how much different colleges will cost and see...

If you want to work out your own personal budget you can do so in many ways. If you prefer the traditional paper and pen method that is fine as...

Food expenses should average about $150 monthly per person. This is the total amount including grabbing a bite to eat at the local restaurant. Look for sales at the supermarket...

There are always going to be unexpected bills, if your car breaks down or pet needs to be taken to the vet. These are problematic to accurately account for so...

Conclusion: You will enjoy a lot of flexibility while using the budget spreadsheet software and it is the best way that can enable you control your expenditure. You can easily...

There are always going to be unexpected bills, if your car breaks down or pet needs to be taken to the vet. These are problematic to accurately account for so...

SEC Chairman Arthur levitt, Jr. warned of growing unfairness in the relationship between individual investors and mutual funds in January 2001. Mr. Levitt made the following comment: "THERE ARE A NUMBER...

When you are setting up an account over the internet with your online broker, you must first meet three important requirements. Your computer must be able to connect to the...

Understanding Mutual Fund Data Now that you know how to find mutual fund prices today, there is the matter of knowing how to read what it is that you have found....

The Benefit Of Mutual Funds These types of funds are about providing fair prices to investors. By allowing clients to pool their money together, their portfolios are able to become more...

Stay Out of the Money Market Fund or Stable Value Funds - such funds are great if you are building an emergency cash reserve or saving for your summer vacation,...

Make sure the management team has not changed by the way. You do not want to pay for fabulous past results only to find out there is a new portfolio...

Seek consistency Evaluate a mutual fund`s performance beyond just the recent year. Any fund can get lucky, but it`s the rare firm that prove themselves year after year. Examining a fund`s...

Along with the increased buying and selling activities of an active manager comes a higher expense charge for those trading and management costs. Most actively managed funds have a 50...

Ask you financial adviser to show you the fund ratings or do your own research if they will not. Otherwise find yourself a good Fee-Only financial adviser that gets paid...

In developing mutual fund strategies it is important to recognize that most software programs, especially chart based programs, are designed to work best with stocks or ETFs. The holding requirements,...

Index Funds: Any fund that is made up of a static portfolio structured to mirror the investments of a proposed market index is classified as an index fund. There are...

Mutual Fund returns are meeting the reasonable expectations of investors. In the greatest of bull markets, funds of all sizes seriously under performed the stock market. The inability of 85%...

However, having real property as an investment does not mean you do not manage it. What do I mean? You have to be responsible and manage your equity that your...