Asset Allocator Educator Tool

Make sure you create a well-rounded investment portfolio

Depending on your age and risk tolerance, your investments will be allocated in different ways. This educator tool gives you a closer look at the importance of asset allocation and provides ideas to consider.

Information and interactive calculators are made available to you as self-help tools for your independent use and are not intended to provide investment advice. We cannot and do not guarantee their applicability or accuracy in regards to your individual circumstances. All examples are hypothetical and are for illustrative purposes. We encourage you to seek personalized advice from qualified professionals regarding all personal finance issues.