Planning for a Major Purchase
Whether you want to purchase a house, a car, a boat or a plane, developing a strong
investment plan and investment strategy is the first step toward meeting your
goal.
You can utilize the following worksheet to see how well your current investment
plan is working, then begin to refine your strategy accordingly to meet your
goal.
After completing the Major Purchase Worksheet, take our Asset Allocation
Quiz to determine the mix of stocks, bonds, and cash which may be appropriate
for your portfolio.
Some tips for filling out the worksheet:
- Input your data in today's (current) dollars. This calculator is designed to take into account the effects of inflation, so that you don't have to.
- For some fields, we've provided default inputs – you are welcome to edit these if you wish.
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On the Trading DeskSM
Join Peter Nulty each Friday as he sits down with a Wells Fargo Advantage Funds portfolio manager to discuss the hot topics of the week.
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