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

Found 25 Articles

Understanding Bonds and Their Risks
What are bonds? This report explains the many different types of bond investments available, their risks, and the tax consequences of investing.
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Asset Allocation: A Sound Investment Strategy
Find out why asset allocation is an important determinant of meeting long-term goals.
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Rebalancing to Keep Your Portfolio on Track
This article looks at how drift can affect a portfolio and considers different rebalancing strategies.
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Now That You're Retired, Maximize Your Retirement Income
You will find tips on investing to get the most income out of your investments.
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Frequently Asked Retirement Income Questions
A scannable list of frequently asked questions about retirement income planning with plain-English answers.
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How Many Funds Do You Need?
Randomly selecting funds can work against your portfolio's potential. This article outlines a framework for deciding how many funds you really need for your portfolio to be truly diversified.
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Target-Date Funds: Simplifying Your Asset Allocation Strategy
This article explains how target-date funds work and the role they can play in helping readers pursue important financial goals.
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How to Choose a Mutual Fund
Choosing from thousands of mutual funds can be confusing. Here’s a guide.
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How to Determine Your Annual Withdrawal Rate
Find out why setting an annual withdrawal rate is an important decision in retirement income planning.
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How to Read a Mutual Fund Prospectus
This article provides an overview of the key elements contained in a mutual fund prospectus.
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How to Weather a Stock Market Correction
Investors concerned about a potential correction or bear market will find tips on constructing a diversified portfolio.
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Evaluating Investment Risk
Because return is a function of risk, knowing the kinds of risk will help you assess your risk tolerance.
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Planning for the Cost of Higher Education
College costs continue to rise, but through regular saving and investing for growth, you can help a child realize his or her goals.
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Market Volatility and Your Retirement: Can Timing Alter Your Plans?
What would happen to your retirement nest egg if you retired just as a bear market hit?
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What You Need to Know About Your Will
Everyone needs a will. This report describes different types of wills and some things to consider when you have yours drafted.
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Make the Most of Your 401(k)
Your 401(k) plan may be your key to a comfortable retirement. This article explains the fundamental features of 401(k) plans and their benefits.
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Your Retirement Checklist
Whether you’re just starting to invest or you’re well into your working years, this checklist can help prepare you for this important financial goal.
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Section 529 Plans: Saving for Education
This article explores the pros and cons of 529 plans and contrasts them with other available education savings options.
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Redefining Retirement in the 21st Century
The traditional approach to planning for retirement may well be already obsolete. This article explains the parameters of the "new retirement."
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Investing Through Life's Stages
How you allocate your investment portfolio among different types of investments will depend on your goals and time frame. Take a look at how these might change over time.
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Using a Rollover IRA to Consolidate Multiple Retirement Assets
Find out the potential benefits of creating a rollover IRA to consolidate multiple employer-sponsored retirement plans.
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Retirement Plan Loans: Do They Make Sense for You?
Thinking about taking a loan from your 401(k) plan? Here are some essential considerations.
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Will Your Money Last? Risks to Retirement Income
To be viable, a retirement income strategy needs to account for the effects of longevity, inflation, health care expenses, and the uncertain future of Social Security.
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Retiring? Take Control of Your Assets
When retirement’s on the horizon, there are many financial issues covered here that you'll want to consider.
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Buying Life Insurance: What Kind and How Much?
This article introduces different types of insurance products and the role that they can play in a personal financial plan.
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Content is provided by Wealth Management Systems Inc. as a service to Wells Fargo. Copyright © 2019, Wealth Management Systems Inc. All rights reserved.