|
|
|
Asset Allocation
 This
asset allocation tool is designed to help you see how different asset mixes
may be appropriate for investors in different circumstances. Use the sliders to
enter the required information, and the tool will provide a target allocation.
As an investor approaches retirement or becomes more bearish about the stock market,
for example, the system will add bonds and cash to the asset mix. If you use this
worksheet to allocate only your retirement accounts, and you have more than 10
years to retirement, remember to set both spending scales to zero.
SmartMoney.com © 2006 SmartMoney. SmartMoney is a joint publishing venture
of Dow Jones & Company, Inc. and HearstSM Partnership. SmartMoney
is a registered trademark. All Rights Reserved.
The calculations in this tool are provided by SmartMoney. The tools and calculators
provided on this site are for educational and illustrative purposes only. Wells
Fargo makes no representations as to their accuracy and assumes no liability
for such content. The accuracy of the calculations and their applicability to
your circumstances are not guaranteed. For personal advice regarding your financial
situation, please consult with a financial advisor.
|
