Services
Fee-Only Financial Planners
Visit these sites in your search for a fee-only financial planner:
- The National Association of Personal Financial Advisors is the nation’s leading organization dedicated to the advancement of fee-only comprehensive financial planning.
- The Garrett Planning Network Inc. is an international network of fee-only financial advisors and planners.
Information
Asset Allocation Mix Within Your Portfolio
Visit Morningstar to get a complete picture of what you really own using Morningstar’s Instant X-Ray – the best tool to do just that. Just type in the investments you hold, and you’ll see how much of your total portfolio is in stocks, bonds, and cash, as well as how much you hold in each sector, world region, and stock category, such as large growth or small value.
Analyzing Risk Within Your Portfolio
Visit PortfolioMonkey to find out how much volatility, and expected rate of return, you can expect from your investments. You should take its projections cautiously. However, Portfolio Monkey’s calculations are derived from research that uses factors such as company size, valuation, and past volatility. The site can be used to supplement your usual stock analysis.
Related Activities and Side Trips
- Asset Allocation – Think Broadly and Look at the Big Picture
- Career Resources
- Create an Asset Mix Using Diversification and Your Target Portfolio
- Every Investor Should Have Investment Rules for Asset Allocation and Rebalancing
- Investing Inertia – Overcoming Fear to Reach Your Financial Goals
- Protect Your Wealth by Minimizing, and Not Fearing, Market Volatility
- Rebalance to Reduce Your Portfolio Risk
- Retirement Resources
