Learn how to quickly calculate Year-to-Date (YTD) values in Excel using Pivot Tables — a simple trick that saves time and ...
=LET (Spend,SUMIF (T_Budget [Category],E2,T_Budget [Cost]),IFS (Spend>F2,"Over budget",Spend=F2,"Budget hit",Spend> (F2*0.9), ...
Learn how to calculate payback and discounted payback in Excel with formulas, SCAN, XMATCH, LET, and SWITCH, plus ...
Clients of financial advisors may need to ask for extra information, but advisors can do themselves, and their clients, a ...
Should you have short-term bonds in your portfolio? Yes. I’d argue that short-term bonds are one of the key asset classes that most investors should own, in addition to cash and large-cap stocks. In ...