This Excel-based program allows you to evaluate how your investments are allocated among bonds, stocks and treasury securities. This tool provides important information in terms of your long term financial goals. By properly evaluating your investment strategy you can avoid ending up with too little money at retirement--either by exposing yourself to too much risk--or by not taking advantage of higher returns that riskier investments can offer. The program utilizes statistically sound mathematical modeling of investment returns to generate your future account balances allowing you to evaluate your strategy. Do not rely on an investment adviser alone--do your own investment analysis based on the information your adviser should be providing you.
Requirements:
Microsoft Excel
Limitations:
7-day trial
Comments not found