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Asset Allocator for Small-Business Owners

Asset Allocation Calculator. Are you taking too much risk in your portfolio by overinvesting in stocks? Check your portfolio against our calculator (you'll need Microsoft Excel or a similar spreadsheet program to run it).

Balancing Your Portfolio. A guide to how asset allocation works for small-business owners.

Remember that our asset allocator is intended as a guide to how different factors affect a portfolio. Be sure to consult a professional adviser before making any changes in your holdings.

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