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Posts Tagged ‘financial’

Fifteen years of data to store Fifteen years ago I became a serious investor.  I didn’t want to pay the high commission costs that even discount brokers charged in those days and I wanted to make several very small purchases each month so that I could slowly build up a diversified portfolio of stocks. I [...]

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A friend of mine is approaching retirement.  She would like to get an overview of all her investments, both retirement assets and non-retirement assets.  She would like to see how her actual asset allocation (percent is stocks, bonds, and cash) differs from her desired allocation.  A spreadsheet would appear to be the best way to [...]

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