Everyone loves seeing growth in their portfolio. However, a good year of investing doesn’t necessarily indicate a sound long-term investment strategy. Generating sufficient retirement income means ...

The rate of return on an annuity is a crucial aspect to consider when evaluating the suitability of this retirement ...

Giselle M. Cancio has over 10 years of editorial experience and content development in personal finance, education, travel, and sports. Her work has been published on NerdWallet, the Associated Press, ...

Q. I have prepared projections for a proposed project, and I want to calculate the internal rate of return. Instead of using Excel’s IRR function, should I use simple math formulas so others can ...

Real rate of return adjusts for inflation, providing a true growth measure. S&P 500's real rate is 7.9%, versus a nominal 11.8%, due to inflation. Using real rates in retirement planning ensures ...

The Forward Rate of Return (FRR) was popularized by noted Investment Manager Donald Yacktman. The whole purpose of stock investing is balance the present rate of return, i.e., the dividend (if any) I ...

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 ...

A hurdle rate is the minimum acceptable rate of return an investor expects from an investment, accounting for all associated risks. It serves as a benchmark for determining the viability of a project ...