Smart Portfolios

A smartly designed portfolio can reduce risks and smooth the journey toward your goals. The articles and calculators below may help. They will guide you to basic solutions and beyond. Some articles are in preparation and don't yet have a live link. In such cases, enter the topic in the search bar to the right, to find relevant News posts from our archives. The posts will be consolidated in a future article.

Articles

• Basic Portfolios. Get a few good funds from the best firms.
• How Long? Customize your portfolio for near-term or long-term goals.
• Diversify! Why and how can you best diversify your portfolio?
• Inflation* How might rising or falling prices affect your assets?
  
• Factor Investing. Learn about finding high-quality, low-risk funds.
• Finding Value.  Be smart if stocks are over- or under-valued.

Calculators

• ​Best-Invest. Allocate to U.S. and global stocks and bonds, guided by how long your investments must last.
• Income Reserves. Estimate how to protect against loss of income from your job by creating a reserve fund.
• Save-to-Buy* Generate a plan for saving toward a major purchase or expense in a few years.
• College Saver* Calculate how to invest as you save up and spend down for college education.

* ... Coming Soon