Balance is key with your investment portfolio

Your age, ability to tolerate risk and several other factors are used to calculate a desirable mix of stocks, bonds and cash with this calculator. This is a great place to start your analysis when creating a balanced portfolio. Click on the "View Report" button for a detailed look at your results.
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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.

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