If your business makes investments in equipment and employee benefit contributions, you may need to track the average annual rate of return over a span of time for financial reporting obligations.

Calculating returns from your stock portfolio can be a tricky matter, especially if some of your holdings pay dividends, or you make frequent deposits and withdrawals from your account. With Excel and ...

Too many financial decisions are made without factoring in the time value of money. Whether providing financial planning advice related to a client’s retirement, advising a client about a business ...

Nick Lioudis is a writer, multimedia professional, consultant, and content manager for Bread. He has also spent 10+ years as a journalist. Khadija Khartit is a strategy, investment, and funding expert ...

I may be off with the terminology but here is what I'm trying to do. I have downloaded all of my transactions for my retirement funds for the last few years. For each transaction, I have the number of ...

Return on equity (ROE) measures profit per dollar of equity, aiding evaluation of a company's efficiency. To compute ROE, divide net income by shareholders' equity from a company's 10-K. High ROE ...

Steven Nickolas is a writer and has 10+ years of experience working as a consultant to retail and institutional investors. Charlene Rhinehart is a CPA , CFE, chair of an Illinois CPA Society committee ...

The T-Value is a common statistical calculation with a very wide range of applications. In the business world, it can help in making educated financial predictions and projections. For example, a ...

Required rate of return (RRR) gives investors a benchmark to determine the minimum acceptable return on an investment considering the risk involved. By calculating RRR, investors can assess whether an ...