Asset allocation calculator

Create a balanced portfolio

The Asset Allocation Calculator is designed to help create a balanced portfolio of investments. Age, ability to tolerate risk, and several other factors are used to calculate a desirable mix of stocks, bonds and cash. The asset allocation calculator is a great place to start the analysis in building a balanced portfolio. Click on the "View Report" button for a detailed look at the results.

Compare Investments and Savings Accounts

Investments

Savings and CD Rates