Learn how the simple formula for ROI can help you identify winning investments and make smarter investment decisions.

Formula investing promises investors a systematic, rules-based approach to outperforming the market. In their December 2024 paper "Formula Investing," Marcel Schwartz and Matthias Hanauer evaluated ...

More than half of working Americans feel they’re behind on their retirement savings, but do you know the amount of money you need to invest in order to retire? There is a simple formula that can help ...

Forbes contributors publish independent expert analyses and insights. I am the President of Diversified, a CFP and author. Planning for retirement doesn’t have to be complicated. A straightforward ...