The best way to make the most of your money is to understand how you earn, spend and save. One of the best tools for this is a personal financial statement listing all the relevant information. If you ...

J.B. Maverick is an active trader, commodity futures broker, and stock market analyst 17+ years of experience, in addition to 10+ years of experience as a finance writer and book editor. David ...

You can create your own investment statements with a template from the Microsoft Office website. These free templates include a "Statements" category with predesigned forms for the Excel program. A ...

Draft a personal financial statement -- it's easy -- to see how well you're doing. If you learn a little bit about investing in stocks, you'll learn that publicly traded companies in the U.S. are ...

An income statement is a financial document that details the revenue and expenses of a company. Some investors and analysts use income statements to make investing decisions. The income statement, ...

Julia Kagan is a financial/consumer journalist and former senior editor, personal finance, of Investopedia. A Personal Financial Specialist (PFS) is a certification for certified public accountants ...