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  • Asset Allocator

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    Ahmed Ibrahim Elkomey
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    Asset Allocation Results Your Profile Age Current assets Savings per year Income required Marginal tax rate Risk tolerance Economic outlook 40 $100,000 $10,000 2.0% 25% Balanced (5 scale of 0 to 10) Weak (3 scale of 0-10) Suggested Asset Allocation Large cap stock Mid cap stock Small cap stock Foreign stock Municipal bonds Cash 25% 16% 11% 16% 17% 0% 15% $25,000 $16,000 $11,000 $16,000 $17,000 $0 $15,000 all examples are hypothetical and are for illustrative purposes.

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    Asset Allocation Results Your Profile Age Current assets Savings per year Income required Marginal tax rate Risk tolerance Economic outlook 40 $100,000 $10,000 2.0% 25% Balanced (5 scale of 0 to 10) Weak (3 scale of 0-10) Suggested Asset Allocation Large cap stock Mid cap stock Small cap stock Foreign stock Municipal bonds Cash 25% 16% 11% 16% 17% 0% 15% $25,000 $16,000 $11,000 $16,000 $17,000 $0 $15,000 all examples are hypothetical and are for illustrative purposes.

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    Download as PDF, TXT or read online from Scribd
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    15 views2 pages

    Asset Allocator

    Uploaded by

    Ahmed Ibrahim Elkomey
    Asset Allocation Results Your Profile Age Current assets Savings per year Income required Marginal tax rate Risk tolerance Economic outlook 40 $100,000 $10,000 2.0% 25% Balanced (5 scale of 0 to 10) Weak (3 scale of 0-10) Suggested Asset Allocation Large cap stock Mid cap stock Small cap stock Foreign stock Municipal bonds Cash 25% 16% 11% 16% 17% 0% 15% $25,000 $16,000 $11,000 $16,000 $17,000 $0 $15,000 all examples are hypothetical and are for illustrative purposes.

    Copyright:

    Attribution Non-Commercial (BY-NC)
    Download as PDF, TXT or read online from Scribd
    Flag for inappropriate content
    Download as pdf or txt
    of 2

    Asset Allocation Results

    Your Profile Age Current assets Savings per year Income required Marginal tax rate Risk tolerance Economic outlook 40 $100,000 $10,000 2.0% 25% Balanced (5 scale of 0 to 10) Weak (3 scale of 0 to 10) Suggested Asset Allocation Large cap stock Mid cap stock Small cap stock Foreign stock Bonds Municipal bonds Cash 25% 16% 11% 16% 17% 0% 15% $25,000 $16,000 $11,000 $16,000 $17,000 $0 $15,000

    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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