Financial Planning Utilities

Useful tools for the self-directed individual investor.

The article Asset Allocation and Portfolio Rebalancing is an extensive description of how the individual investor should build and manage their own portfolio.

The article refers to a number of online spreadsheets that can be used in this process.

Portfolio Rebalancing


Where to put your cash


Portfolio Accumulation


Substitute Options for Market Orders

 

copyright © George Fisher Advisors 2004 - 2008 | disclaimer