Menu

Confidently invest on your own with our help.

Start with our retirement investor quiz, and see how easy it is to confidently invest and manage your own retirement account. No advisor fees. No paperwork. No obligation.

Couple on a cruise
1

Compare Asset Allocation Models

Choose from one of five low-cost Asset Allocation Models to follow and replicate on your own within your existing retirement account. Designed to suit the most conservative to the most aggressive investor, each offers significant diversification and reduced investment costs.

View model portfolios

2

Personalize your Retirement portfolio

Simply enter the value of your retirement account and automatically see how much money you should put into each fund, and also how many shares to purchase.

3

Complete your trades

No need to open an account with us. Simply print your Portfolio Trade Report as a guide to place trades in your own online brokerage account.

Watch a video on how to buy exchange-traded funds (ETFs)

Then stay informed with our Monthly Market Review…

Watching our Monthly Market Review is the easiest way to stay informed about the most important things impacting your investment portfolio and when you should make changes.

START MY 30-DAY FREE TRIAL NOW!

Triangle
Fox Business, MainST, NBC, Forbes, MarketWatch, PBS, U.S.News