Financial Matters Search

Online Tools

iCharts

Rebalancing Your Asset Allocation - Interactive Chart
Discover how your asset allocation drifts over time and why it is important to periodically rebalance your investment mix.

The Big Difference a Little Bit Extra Could Make - Interactive Chart
See how increasing your retirement account contribution by only a little could potentially boost your account balance by thousands over time.

The Benefits of Tax-Deferred Compounding - Interactive Chart
This interactive chart illustrates how tax-deferred retirement savings vehicles can give you the edge you need to pursue your financial goals.

Calculators

Asset Allocation Profiler - Calculator
Creates a simple profile of an investor and suggests an asset allocation.

Find the Money to Invest - Calculator
Where can you find the money to put away? This calculator will show the powerful benefits of making small changes in your spending habits.

Personal Net Worth - Calculator
Find out how much you are worth with this simple net worth calculator.

Cost of Waiting - Calculator
Calculate how much more you'd need to contribute each year to reach your retirement goal if you put off saving for retirement.

Time Value - Calculator
Calculate the value of compound returns for different time periods and rates of return to understand the value of long-term savings.

Other Important Links

American Association of Individual Investors

Bloomberg.com

BusinessWeek Online Investing Section
From the homepage, select Investing from the top navigation.

Content is provided by Wealth Management Systems Inc. as a service to Wells Fargo. Copyright © 2020, Wealth Management Systems Inc. All rights reserved.