Investment Planning
The process of wealth accumulation provides the money necessary to achieve financial planning goals. In turn, knowing the various investment instruments and following sound asset allocation and portfolio diversification principles is the primary means of wealth accumulation. Here are several tools you can use to evaluate your portfolio.
- Correlation Coefficient Analysis - Compare portfolio correlation coefficient to determine how combinations of stocks, ETFs and mutual funds may interact.
- Portfolio Analysis - Input the portfolio securities and the individual security allocation percentage and this application will calculate the portfolio's weighted expected return Er(p), the weighted Beta B(p) and weighted standard deviation O(p). Also plots the results on a chart.
- Top Five List - The top five performing securities in each of 30 asset classifications. The ranking is preformed using the Sharpe ratio. The Top Five List is updated weekly.
Bonds: What You Need to Know - Money is flowing into bond mutual funds at a dizzying pace this year. If the trend continues, bond funds will attract more than twice as much new money as they did in 2008 and a stunning 11 times more than investors are putting into stock funds this year.
Navigating the Bond Market - With bonds, you are loaning money to the government, a municipality or a company in the expection of receiving monthly, quarterly or semi-annually interest payments. This articles discusses the bond options.
Annuity Facts and Myths - Highlights the Pros and Cons, Facts and Myths about annuities. An annuity could be the appropriate investment vehicle for guaranteed growth or to create guaranteed income for a specific period of time. This paper addresses some of the facts and myths surrounding annuities.
Annuity Owner Mistakes - Tips and ideas that could save you thousands
CD Shoppers Guide - Explains CDs and what to look for when purchasing one
Understanding Mutual Funds - Explains mutual funds and how they may be right for you
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