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.

Annuities represent a loan or investment which offer monthly fixed payments until the account is depleted or paid off. Whether you are investing or borrowing money does not change the calculation. As ...

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 ...

Adam Hayes, Ph.D., CFA, is a financial writer with 15+ years Wall Street experience as a derivatives trader. Besides his extensive derivative trading expertise, Adam is an expert in economics and ...

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 ...

Any time you introduce cash flows to the portfolio, calculating your rate of return suddenly becomes much harder. This free online calculator can help. Do not make adjustments for dividends and other ...

How to calculate a conditional running total using a PivotTable in Excel Your email has been sent An expression to return a simple running total in Excel is easy — a few references and you’re done. A ...