Wednesday, August 6, 2014

Asset Allocation

4:29 PM



Question:

Under Asset Allocation it states “The Investor Profile Questionnaire established that the following portfolio: Security might be the most appropriate etc…”

Do I assume that the RetireWare used a “Security” mix for my investments listed under Finances or will it use the “Selection of Rates in Economic Outlook?”

Answer:

The calculations use the asset allocation basis selected on the 'Asset Mix for Projections' tab on the 'Options' page. You can select an asset allocation based on one of the profiles, the current asset mix, or your own custom allocation.

0 comments:

Post a Comment

 

© 2018 Risk Blog by Equisoft Inc. All rights reserved. Designed by Templateism

Back To Top