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Asset Allocation

The asset allocation tool is designed to help you create a balanced portfolio of investments. 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 balanced portfolio.

Definitions
  • Not FDIC Insured
  • No Bank Guarantee
  • May Lose Value

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  • Individual Investors · 1-800-359-3379
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