Data analysis is no longer a specialist skill reserved for analysts. It now supports finance, trading, ecommerce, marketing, ...

Q. I read the JofA article last month about performing horizontal, vertical, and trend analyses in Excel. How can Excel be used to organize these analyses and highlight possible red flags in a company ...

Imagine being handed the medical chart of a company. Every revenue figure, every expense, every dollar of debt is laid out in front of you. The challenge is not whether the information exists, but ...

Balance sheets and income statements are important tools to help you understand the finances and prospects of your business, but the two differ in key ways. Knowing when to use each is helpful in ...

Greg Daugherty has worked 25+ years as an editor and writer for major publications and websites. He is also the author of two books. Vikki Velasquez is a researcher and writer who has managed, ...

The U.S. stock market has performed admirably so far in 2025. Stocks, as measured by the S&P 500, have appreciated more than ...

Q. I often perform horizontal, vertical, and trend analysis for clients. Each time revised financial statements arrive, I find myself recreating formulas, rechecking ranges, and confirming that ...

In this video, you'll learn to create a three-statement financial model from scratch in Excel. The tutorial covers forecasting the income statement based on set assumptions, developing a fixed assets ...

Chancellor Rachel Reeves delivered her second Spring Statement today (3 March) in the House of Commons The annual fiscal event was a largely tame affair, with no major policy announcements made The ...

What is financial analysis software? Nowadays, financial advisors and RIAs rely heavily on technology to manage data and support smarter client decisions. As regulations become stricter, financial ...

Learn how to read financial statements with simple tips that help you spot trends, connect reports, and understand a company’s performance with clarity. Reading financial statements becomes much ...