Estimate Retirement Savings
Loan & Investment Results
Total Monthly Payment
Total Interest Paid
WHAT IS PORTFOLIO STRESS TESTING?
KEY ELEMENTS OF THE PORTFOLIO STRESS TEST
SCENARIOSA scenario is a representation of a macro-economic or geopolitical event which has the potential to impact investment returns. We can design custom scenarios that reflect individual investor concerns, or apply our broad catalog of risk scenarios to a portfolio to identify risk factors.
LEVER ANALYSISOur platform tracks over 90 different economic factors including GDP growth and CPI, market data like commodities and currency prices, and industry-specific factors such as shipping rates and housing starts. Then, based on statistical correllations, it analyzes the effect of these factors on assets in your portfolio.
ASSETS (MUTUAL FUNDS, STOCKS, ETC.)Our stress test scenarios can be used with a wide range of asset classes including stocks, bonds, ETFs, mutual funds, closed-end funds, options, separately managed accounts, hedge funds, and non-traded REITs.
MEASURE RISKS AND OPPORTUNITES BASED ON REAL DATA
LIVING IN RETIREMENT
Do I have enough money to live comfortably in retirement?
PAYING FOR COLLEGE
What are the options to help children or grandchildren heading off to college in the next 18 to 24 months?
PREPARING TO RETIRE
Looking to retire in the next 5 to 10 years?
SAVING FOR COLLEGE
How should I get started and how much do I need to save?
MAXIMIZING AN INHERITANCE
What are the options available to make the most out of an inheritance?