Category Archives: Investing

Savings Growth

College Finances Retirement Insurance Taxation Investing Estate Consumer Debt 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…

Risk Profiler

College Finances Retirement Insurance Taxation Investing Estate Consumer Debt 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…

Asset Allocation

College Finances Retirement Insurance Taxation Investing Estate Consumer Debt 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,…