Tip
Altering your investment plan should never be done on a whim. Changing your investment strategy will in all likelihood necessitate that you change, at the very least, the timeline of your goals. In some cases, depending on the age and stage of your life, completely changing your investment plan may not be an option if you are still intent on achieving your goals. However, you should always be able to make some sort of adjustment to your investing plan so that you are able to continue with it on a regular basis.
Investment Profile Calculator
Use this Investment Profile Calculator to help create a balanced portfolio of investments. Your age, ability to tolerate risk, and several other factors are used to calculate a desirable mix of stocks, bonds and cash. The calculated asset allocation is a great place to start your analysis in building a balanced portfolio.
Investment Returns Calculator
Meeting your long-term investment goal is dependent on a number of factors. This not only includes your investment capital and rate of return, but inflation, taxes and your time horizon. Use this Investment Returns Calculator to help you sort through these factors and determine your bottom line. Click the "View Report" button for a detailed look at the results.
