|
The Asset Allocator
As we get closer to or even enter retirement, our investment goals often change. What are your current goals, and does your portfolio reflect them?
Asset allocation refers to the mix of investment vehicles in your portfolio. By allocating money into different asset classes, investors seek to both maximize returns and minimize risk. This means that as your time horizon and risk tolerance change, so should your portfolio.
Financial planners may vary in opinion about what's right for you, but there is some consensus based on historical returns. Of course, all general recommendations carry a disclaimer that your individual circumstances will dictate your specific asset mix.
Tell us about your current investments and your financial goals, and we'll give you a personalized breakdown of your current asset levels and a model asset mix that is designed to help you meet your goals now, and in the future.
Next: Tell Us About Your Investments >
This program is not currently optimized for Macintosh versions of Netscape Navigator.
This material is for educational purposes only and is not intended as investment advice. All investors should consult a financial advisor before entering into any investment. Please read our disclaimer.
|
