Use Portfolio Forecaster to Analyze Your Investments

How does your portfolio compare to the average investor's? You can uncover this information and more when you use the Portfolio Forecaster offered by Money.com and Financial Engines.

Portfolio Forecaster gives investors the opportunity to evaluate the level of risk in their portfolio, determine the probability that current investment choices will achieve specific investment objectives, analyze an existing portfolio and create a new portfolio using Money.com.

You can also use Portfolio Forecaster to create a one-time portfolio, look up ticker symbols and receive a full portfolio analysis - all free of charge. How do they do it? Portfolio Forecaster provides this information by simulating different economic scenarios that involve investment returns, interest rates and inflation.

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Upcoming CPE Webinars

Apr 22
Is everyone at your organization meeting your client service expectations? Let client service expert, Kristen Rampe, CPA help you establish a reputation of top-tier service in every facet of your firm during this one hour webinar.
Apr 24
In this session Excel expert David Ringstrom, CPA introduces you to a powerful but underutilized macro feature in Excel.
Apr 25
This material focuses on the principles of accounting for non-profit organizations' revenues. It will include discussions of revenue recognition for cash and non-cash contributions as well as other revenues commonly received by non-profit organizations.
Apr 30
During the second session of a four-part series on Individual Leadership, the focus will be on time management- a critical success factor for effective leadership. Each person has 24 hours of time to spend each day; the key is making wise investments and knowing what investments yield the greatest return.