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Sample Allocation Models by Age: Charts, Strategies & Model Porftolios

Asset Allocation Calculator

A balanced portfolio of investments allows investors to stay exposed to market performance and lowers an investor's risk if any asset loses value. People who are young tend to be able to afford more aggressive investment strategies with a higher risk tolerance, whereas older people should invest more heavily in lower risk fixed income opportunities. You can use this tool to enter your age, risk tolerance & other relevant factors to help determine what mix of stocks, bonds and cash you should have in your portfolio.

Make Your Money Work Harder!

Is your bank offering competitive rates which beat inflation and taxes? If not, you may be able to earn a better rate & make your money work harder by shopping around.

The following table lists currently available rates for savings accounts, money market accounts and CDs.

Please note: you invest at your own risk. Speak with a cerified financial advisor before making any investments! We also recommend reading Harry Browne's Fail-Safe Investing: Lifelong Financial Security in 30 Minutes and his permanent portfolio approach as a beginning guide to understanding portfolio construction.

While short-term market trends may be hard to predict, one of the few things you can control is the fees you pay for investing. Some of the so called "robo advisors" market themselves as being superior to other investment options, but a low-cost Vanguard fund will typically beat out other investments in terms of charging a low overhead management fee.

Fairfield Homeowners May Want to Refinance While Rates Are Low

US 10-year Treasury rates have recently fallen to all-time record lows due to the spread of coronavirus driving a risk off sentiment, with other financial rates falling in tandem. Homeowners who buy or refinance at today's low rates may benefit from recent rate volatility.

Are you paying too much for your mortgage?

Find Out What You Qualify For

Check your refinance options with a trusted Fairfield lender.

Answer a few questions below and connect with a lender who can help you refinance and save today!