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Calculators subpage - Palmtrees

Free Asset Allocator

The Asset Allocator is designed to help you create a balanced portfolio of investments through investing wisely. 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 a portfolio that you can quite literally retire with.

Information and interactive calculators are made available to you as self-help tools for your independent use and do not constitute investment advice. We can not and do not guarantee their accuracy or their applicability to your circumstances as these calculators are for illustrative purposes only. We encourage you to seek personalized advice from qualified professionals regarding all personal finance issues.