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Ask Paula: How to Optimize Your Investments Along the Efficient Frontier (If You Dare!)
Afford Anything
Portfolio Imaginator
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The tools that are available to you, and i verses available to me when i was an adviser, are not where they should be yet. The other thing that mat can do with portfolio visualizers is he can cap the amount that he has in a certain asset class. And what that will also do is bring down the amount of treasuries it puts in the portfolio. That's going to be,. in mat's case, a little less volatile, and also maybe give him a higher return than he's gettin now.
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