Build Faster Excel Workflows Using FILTER, IFS, XLOOKUP, and LET for Real-World Data

Learn the difference between Excel COUNT and COUNTA, plus TEXTBEFORE and TEXTAFTER tricks, so you clean text and totals with ...

Excel on Autopilot : Endex Cleans Sheets, Pulls from PDFs, Builds Complete DCF Models

With Endex, you can build a full DCF in Excel, including history, projections, and valuation outputs, producing audit ready ...
PCMag on MSN

These 47 expert Excel tricks will transform you into a power user

Microsoft's spreadsheet program can do way more than you might imagine. These are the hacks and tricks you need to know.
MUO on MSN

This is the most useful tab in Excel and most people never click it

The Automate tab is a gateway to another way of building smarter Excel sheets. It can handle the boring stuff so you can ...
Investopedia

Family Financial Planning Guide for Financial Advisors

Adam Hayes, Ph.D., CFA, is a financial writer with 15+ years Wall Street experience as a derivatives trader. Besides his extensive derivative trading expertise, Adam is an expert in economics and ...
Investopedia

9 Ways AI Transforms Financial Advisory Services

Advisors can provide better service when they offload time-consuming tasks Rebecca Rosenberg has 10+ years of experience as a writer and content strategist. She has written dozens of articles on ...
CBS News

Managing Your Money

We may receive commissions from some links to products on this page. Promotions are subject to availability and retailer terms. Home equity loan costs have declined over the past year. Here's how much ...