Metrics
What is the best way to measure risk and monitor a portfolio to assess its ongoing financial health? Traditional portfolio monitoring looks towards the past – what was the portfolio’s investment track record? Simulators enable you to look into an array of possible futures. WealtCaster calculates the sufficiency of current resources to meet retirement objectives using a powerful feasibility metric – a test for portfolio solvency. WealthCaster analyzes the feasibility of meeting your unique cash flow and bequest goals given your present portfolio resources.