Dollar cost averaging does not guarantee an investment will make a profit nor does it offer protection against losses in a falling market. This strategy is most effective when share prices are purchased in both market ups and downs.
Investing Planning Calculators
Investment planning calculators help to map out an investing strategy, which may include dollar cost averaging. These calculators offer insights into different financial situations and strategies, highlighting the importance of an investment strategy that takes into consideration goals, risk tolerance, rates of return and diversification.
- Communicate complex concepts with vibrant, sharable, easy-to-understand infographics
- Personalized for individual Advisors
- Current and timely for client communications
- One of many infographics included in FreshPlan software
Calculate. Educate. Plan.
Communicate complex concepts from all areas of financial planning with current, visual infographics.
FreshPlan combines 75 calculators with powerful infographics and planners to provide advisors with a visual, easy-to-use, time saving planning and education tool and can be accessed anywhere, anytime using any device – phone, tablet, iPad, laptop or desktop.