Learning Center

Take control of your portfolio in three easy steps

We’ve put together a recommended learning path to help get you up and running quickly. Simply follow the three steps below and you’ll be ready to implement our model recommendations in your own account(s).

Step 1

If you’re new to our site, please read this quick overview of our service. It’ll give you the 30,000 foot view of what we do and why we do it.

Overview 01

Step 2

Once you’re familiar with the concept, then it’s time to learn more about our models. Wondering which model is right for you? Find out here.

Explore the Models 02

Step 3

After you’ve decided which model(s) you want to use, these short tutorials will show you how to put them to use today. (5-15 minutes)

See the Tutorials 03

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Accelerate your wealth through knowledge

After completing the steps above, you should have a good understanding of how our service works. But if you really want to accelerate your financial growth, consider reading the articles below. Each one provides an in-depth explanation of an important aspect of investing.

Want more? Head on over to our articles page.

Read Articles

Explore our Investment Calculators

Use our Retirement Calculator to determine your projected savings at retirement. Use our Model Calculator to see how you would’ve done following our Models.

  • Retirement calculator

  • Model calculator

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Estimate your SS benefit »
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Clear Values How the Calculator Works

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Model Investing - Retirement Calculator

It's never too early to plan for retirement. While it may seem intimidating at first, creating a realistic picture of where you're heading today will allow you to see where you'll end up in the future.

Our retirement calculator will help you stay on track. Get your custom retirement report in less than two minutes!

Results:
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Value of Investments
Age
Projected savings at retirement
Estimated age at which you will exhaust your retirement savings

Deposits/Withdrawals

Age

Important: This calculator is presented for educational and illustrative purposes. Information used in the calculations may change year to year or in the future, so results constitute a general guide only. Results do not take fees or taxes into account.

Model Investing - Model Calculator

Welcome to the Model Investing performance calculator. Select an investment model below to get started.

Model Investing - ARM Model

The ARM selects between stocks, bonds, and cash to keep you on the right side of any market. Learn More »

Model Investing - SRM Model

The SRM utilizes nine sector funds to keep you in the top performing sector of the market. Learn More »

Model Investing - SRM + ARM Models

This option shows the results of using the SRM and ARM models together. Learn More »

Model Investing - 401 Model

The 401 Model provides 401(k) investors with recommended allocations that change based on market conditions. Learn More »

Model Investing - TSP Model

The TSP Model provides TSP investors with recommended allocations that change based on market conditions. Learn More »

Model Investing - GRM Model
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About this calculator

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Important: This calculator is presented for educational and illustrative purposes. There is no guarantee the illustrated result or return can be achieved nor does a result reflect the performance of any specific investment. Fees and taxes are not taken into account. Past performance is no guarantee of future results.

Still have questions?

We’re here to help! Use our contact form below to send us your questions, or just give us a call at 858-529-5392.

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