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  2. Financial forecast - Wikipedia

    en.wikipedia.org/wiki/Financial_forecast

    In general, this literature shows that analysts do not produce better forecasts than simple forecasting models. [3] [4] (Additional to the above outline, for financial forecasts, analysts often also use specific financial historical information, such as the 52-week high of stock prices, to augment their analysis of stock prices. [5])

  3. Year-end financial checklist: Your guide to reviewing and ...

    www.aol.com/finance/financial-planning-checklist...

    2. Evaluate your investments and take your RMDs. The end of the year is an ideal time to review your investment strategy to make sure your portfolio is still on the right track to meet your goals.

  4. Cash flow forecasting - Wikipedia

    en.wikipedia.org/wiki/Cash_flow_forecasting

    Cash flow forecasting is the process of obtaining an estimate of a company's future cash levels, and its financial position more generally. [1] A cash flow forecast is a key financial management tool, both for large corporates, and for smaller entrepreneurial businesses. The forecast is typically based on anticipated payments and receivables.

  5. Business plan - Wikipedia

    en.wikipedia.org/wiki/Business_plan

    A business plan is a formal written document containing the goals of a business, ... the organization's financial projections, ... Templates [3] and guides, such as ...

  6. What Is a Financial Planner and When Do You Need One? - AOL

    www.aol.com/finance/financial-planner-one...

    What Is a Normal Fee for a Financial Planner? Most financial planners either charge a flat fee or an hourly fee. However, some charge a percentage of the assets under management they handle for ...

  7. Financial plan - Wikipedia

    en.wikipedia.org/wiki/Financial_plan

    More specifically, a financial plan can also refer to the three primary financial statements (balance sheet, income statement, and cash flow statement) created within a business plan. A financial plan can also be an estimation of cash needs and a decision on how to raise the cash, such as through borrowing or issuing additional shares in a ...

  8. 8 Ways You Can Benefit From a Financial Planner On Any ... - AOL

    www.aol.com/8-ways-benefit-financial-planner...

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  9. Forecast period (finance) - Wikipedia

    en.wikipedia.org/wiki/Forecast_period_(finance)

    There are no fixed rules for determining the duration of the forecast period. However, choosing a forecast period of 10 years, for example, will not be meaningful when individual cash flows can only reasonably be modeled for four years; see Cashflow forecast. The number of forecasting years is therefore to be limited by the "meaningfulness" of ...

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