It is highly recommended that you review the videos of the investment tools at least on your entry into the program. After that, you will be able to refer back to them at anytime by clicking the “video” button at the bottom of the page.
Retirement Planner
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The Retirement Planner analyzes your current savings and investments, contributions, income and spending to determine the wealth you will need to accumulate for retirement, the probability of reaching your goal, and the Risk Profile that is ideally suited to your financial situation. You can then choose the Risk Profile score generated by the Questionnaire, or the score generated from the Retirement Planner to view recommended Asset Allocations for this quarter. NOTE: The Risk Profile score generated from the Questionnaire may be different than the score generated from the Retirement Planner; therefore, it is beneficial to use both tools prior to using the Fund Portfolio Builder.