How it works:

  1. Set your econonmic assumptions for the future - things like interest rates, corporate earnings, and inflation.
  2. The model calculates the fair value of different asset classes and outputs their expected returns.
  3. Finally the model provides a suggested asset class allocation based on expected returns, and your risk tolerance.

Not quite ready to use the model? Here are some resources to learn more about investing:

Questions? Find us on: