This article is part of our “Get It Done” week on Morningstar.com: All week we will feature articles and videos offering guidance on ways to help tackle those nagging items on your financial to-do ...

Learn how to create a custom GPT to analyze financial statements efficiently in this video. Key topics include: - Setting up ...

An income statement is your business’s bottom line: your total revenue from sales minus all of your costs. Financial data is always at the back of the business plan, but that doesn’t mean it’s any ...

You’re thinking about your company’s future. How much will sales grow next year? What will your revenue look like in five years? Or, if you’re just starting out, how long will it take for your ...

When starting a new business, a financial forecast is an important tool for recruiting investors as well as for budgeting for your first months of operating. A financial forecast is used to predict ...

Why forecasts are necessities for startups Experts advice on how to be conservative in your forecasts. The cash flow pro forma Business plans and financing proposals are based on projections. Past ...

An investor’s goals are essential for any advisor to know, so they can create an appropriate financial plan. The problem is that many investors don’t truly know their own goals. And even if they do, ...

Building a financial plan is an essential step toward achieving financial stability and reaching your long-term goals. Whether you’re looking to save for retirement, buy a home or simply manage your ...

On Monday, Oracle Corp. announced its quarterly earnings, together with substantial financial information about its operations, via a conference call and live webcast. This earnings announcement ...

Forbes contributors publish independent expert analyses and insights. Micah is a Boston-based founder-strategist covering entrepreneurship Any business with goals needs a destination—the ultimate ...

The path out of holiday debt starts with changing how you think about money — not just how you spend it. Here are expert tips ...