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 ...

Peter Gratton, Ph.D., is a New Orleans-based editor and professor with over 20 years of experience in investing, risk management, and public policy. Peter began covering markets at Multex (Reuters) ...

Calculating a five-year pro forma is very much like calculating a one-year pro forma, only it covers a more extended period of time. A document predicting five years' worth of sales and cash flow is ...