It's not just the Baby Boom generation that is heating up the markets for financial planning and wealth management. Across the industry, the software is getting tighter, more polished and more capable ...

In most of my individual stock outlook or forecast articles, the second and third sections are two forms of analysis. The first being fundamental analysis, and the second being technical analysis.

Basic financial analysis is a hard thing to pin down. To one planner, a basic approach might mean concentrating on a single aspect of the planning process, such as retirement planning, planning for an ...

Analyzing a company's financial ratios is one way of examining a company's balance sheet and income statement. Financial ratios track a company's performance, liquidity, operational efficiency, and ...

Regardless of whether you personally participate in the process, understanding how to produce a basic financial statement and report is essential for every small-business owner. A balance sheet, ...

Forbes contributors publish independent expert analyses and insights. I’m a founder, writer and lecturer focusing on VC funds. A trader works on the floor of the New York Stock Exchange (NYSE) during ...