You may access your client accounts through the following link:
- Albridge Wealth Reporting - Client Portfolio Reports
- RightCapital - Financial Planning and Analysis Tool
Listed below are links to web sites that may be of interest to you. Feel free to visit these web sites.
- American Funds
- BrightDirections 529
- Brighthouse Financial
- Franklin Templeton Investments
- Illinois Department of Revenue
- Ivy Investments
- Jackson National
- John Hancock
- Mass Mutual
- Pimco Investments
- Thornburg Investment Management
- T. Rowe Price
Because the content of newsgroups and websites changes constantly, it is impossible for us to review it all. Our Agency cannot be responsible for the content of any of the above links.
Investment Tool Calculators
At Breeden Asset Management we want to see our clients take ownership of their financial success. Below you will find some free calculators that will help you learn and understand your financial situation.
Investment Profile Calculator
Once we know your feelings and time horizons, we will then show you the Generic investment classes that you should be making for any of your investment goals.
A different portfolio would be indicated if the goal is short term versus long term. A different portfolio still will be dictated if you ultimately need money in a lump sum to buy a car or put a new roof on your home, spread out over a few years to pay for college, or last a lifetime for retirement.
Think about each of your goals and complete the following form to the best of your ability.
The answers will be tabulated to arrive at the appropriate type of portfolio ranging from a conservative income portfolio, to an income, to a conservative growth, to growth, to an aggressive growth.
Investment Bucket Calculator
Correctly investing for your needs and goals based on your time frame likely takes more than one investment & portfolio strategy. Remember the phrase “Don’t put all your eggs in one basket?” This simplified illustrator from Creative Financial Designs, Inc. is our Investment Bucket Illustrator that helps advisers and clients visually see the concept of investing over multiple strategies. This illustrator is meant for starting the conversation and not specific to any risk or strategy recommendations.
Our Brokerage Strategy Guide is to help guide clients into the portfolio management strategy that best suits their respective brokerage investment accounts.
Please understand that this guide is not the end-all for your investment making decision, however, it facilitates a conversation, presents additional resources for each strategy, and helps guide you in the options based on your answers to the questions.