What is the long-term impact of increased investment return? It may surprise you how much more you could accumulate in savings simply by repositioning assets to potentially achieve a higher return. Even a one, two or three percent return over a short number of years can make a noticeable difference. Use Calculator
What is my risk tolerance? On your way home from work, do you drive in the slow lane or the fast lane? Each person has a different propensity for risk. When investing, this risk propensity can be used to determine the percentage of your portfolio that is exposed to equities. Complete the following questionnaire to …
How should I allocate my assets? Over 90 percent of investment returns are determined by how investors allocate their assets versus security selection, market timing and other factors.* Use this calculator to help determine your portfolio allocation based on your propensity for risk.* Source: Brinson, Singer, and Beebower, ‘Determinants of Portfolio Performance II: An Update,’ …
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