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Investing Resources

Do I Have Enough Money to Retire? Quick 5 question check up

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How much do you need to save to make up the shortfall--if any. Click this and fill out.

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Financial and Investment Calculators

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Am I an ACTIVE or PASSIVE investor?

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Medicare School Masterclass

One hour video--must sign up. This is fabulous and will help you immensely if you are trying to decide about Med Part A or B and or Med Advantage or Supplemental (no cost) 

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Long Term Care need calculator

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Investing Definitions and Financial Terms

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Does my portfolio fit me?

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Asset Allocation Tool

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If you're not sure whether your investment style is conservative, moderate or aggressive, we can help you determine which portfolio model may be right for you. Click on Asset Allocation Tool above to review your investment style, fund asset classes and investment options.

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Research from Andy Martin:

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What Historical Inflation Clusters Tell Us

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The 60/40 Portfolio Will Outlive Us All

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PortfolioIA (Portfolio Investment Advisors)​
10 Burton Hills Blvd, Suite 400
Nashville, TN 37215
FINRA the regulatory body
Investor info from regulators
Broker Check from FINRA
CRS link required

This site is published for residents of the United States only. Not all of the products and services referenced on this site may be available in every state. Nor is every product and service on this site a securities product. PortfolioIA is a marketing name only and not a registered business, nor is it required to be registered with any local or state authority. There is no assurance that any investment recommendations will achieve their objectives. 

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Securities and Registered Investment Advisory Services offered through Silver Oak Securities, Inc. Member FINRA/SIPC.

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Brokerage accounts held at Charles Schwab & Co., Inc., Member FINRA/SIPC​.

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Investments are not FDIC-insured, nor are they deposits of or guaranteed by a bank or any other entity, so they may lose value.

Investors should carefully consider investment objectives, risks, charges and expenses. This and other important information is contained in the fund prospectuses and summary prospectuses, which can be obtained from a financial professional and should be read carefully before investing.

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PortfolioIA, Silver Oak Securities, Inc., and Charles Schwab & Co., Inc. are unrelated entities.

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Because the content of newsgroups, websites, and "Resources" page data change constantly we are not responsible for the content of any of the links. These are provided as a convenience only. 

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Before using these investment calculators, please carefully consider the following:

  1. Investment Risk: Investing in securities involves risks, including the potential loss of principal. The value of your investment may fluctuate over time and is not guaranteed. Past performance is not indicative of future results.

  2. Market Risk: The performance of investments is subject to market volatility and fluctuations in the overall economy. Changes in interest rates, inflation rates, geopolitical events, and other factors can impact the value of securities.

  3. Liquidity Risk: Some investments may have limited liquidity, meaning you may not be able to easily buy or sell them at a desired price or time. Illiquid investments may require a longer holding period and can be difficult to sell in certain market conditions.

  4. Credit Risk: Investing in debt securities, such as bonds or loans, exposes you to credit risk. This risk arises from the possibility that the issuer may fail to make timely interest payments or repay the principal amount owed.

  5. Foreign Investment Risk: Investments in foreign securities involve additional risks, including currency exchange rate fluctuations, political instability, and differences in regulatory frameworks. These risks may be greater in emerging markets.

  6. Diversification: Diversification does not guarantee investment returns and does not eliminate the risk of loss. It is important to diversify your investment portfolio across different asset classes and sectors to help manage risk.

  7. Tax Considerations: Investment decisions may have tax implications. It is important to consult with a tax advisor regarding the tax treatment of your investments and any potential tax consequences.

  8. Investment Goals and Time Horizon: Your investment goals, risk tolerance, and time horizon should be carefully considered before making investment decisions. The results generated by this calculator are based on hypothetical scenarios and may not accurately reflect your individual circumstances.

  9. Consultation with Financial Advisor: This investment calculator is provided for informational purposes only and should not be considered investment advice. We strongly recommend consulting with a qualified financial advisor before making any investment decisions.

  10. Regulatory Compliance: This investment calculator is provided in compliance with FINRA regulations. For additional information about investment risks and regulatory requirements, please visit the FINRA website (www.finra.org).

By using this investment calculator, you acknowledge that you have read and understand the risks associated with investing and agree to the terms outlined in this disclosure statement.

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