Think You’re Diversified? Download Our Guide and Take the Test.
Most investors believe they’re diversified. They may own multiple mutual funds, contribute to a 401(k), have an IRA, keep money in savings, and perhaps even own real estate.
That sounds diversified.
But is it?
To help investors take a meaningful look at their retirement strategy, we’ve created a free interactive guide.
This isn’t another investment brochure. It’s a self-assessment designed to help you evaluate the strength and durability of your retirement strategy through a series of worksheets, checklists, scorecards, and thought-provoking questions.
Inside, you’ll:
- Score your retirement diversification across assets, income sources, taxes, and risk.
- Identify hidden concentrations that may not be obvious by simply looking at your account statements.
- Evaluate how your portfolio might respond to inflation, market volatility, rising interest rates, and unexpected expenses.
- Separate common diversification myths from reality, including why owning more investments doesn’t necessarily make you more diversified.
- Discover opportunities to create a retirement strategy that is more coordinated, flexible, and resilient over time.
By the time you’re finished, you’ll have a much clearer understanding of where your retirement plan is strong and where it may deserve a second look.
