Learn how to calculate Value at Risk (VaR) to effectively assess financial risks in portfolios, using historical, variance-covariance, and Monte Carlo methods.

Calculate the expected annual return of your portfolio in Microsoft Excel by using the value and expected rate of return of each investment.

Learn how to calculate the future value of an investment to ensure your portfolio is being monitored and heading in the right direction.

There's money to be made in accurately estimating expected future total returns in the stock market. To understand how to do this for stocks, we have to break total return down into its components.

When planning for retirement, you need to account for the value of any annuities that you own. Trouble is, there’s not just one value of an annuity—there are two: present value and future ...

Calculating the future expected stock price can be useful to predict where certain stocks are headed, but no single equation can be used universally.

FAIR can help determine whether futures are trading rich or cheap versus the index, a fundamental question when evaluating different ways to get exposure to corporate bonds.