Posts for category: Educational Resources

Educational Resources

July 12, 2016 / Hoover Financial Advisors

Retirement Assumptions Worksheet

This worksheet identifies the key factors used in our retirement income projections. In addition to highlighting some of the “assumed” factors we would typically use, it allows space for you […]

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Educational Resources

July 12, 2016 / Hoover Financial Advisors

Budget Worksheet

This worksheet will help you itemize your currently monthly expenditures which will help us and you determine what your projected retirement spend should be. This will also help to identify […]

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hfa quilt chart Educational Resources

May 26, 2016 / Hoover Financial Advisors

Quilt Charts

Diversification is key. This chart shows annual returns for the past 10 years for seven indexes and a diversified portfolio ranked from best to worst. Notice how competitively the diversified portfolio performed. Click here to download the chart.

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portfolio allocation screenshot Educational Resources

May 22, 2016 / Hoover Financial Advisors

Portfolio Allocation

Asset allocation is an investment strategy that aims to balance risk and reward by apportioning a portfolio's assets according to an individual's goals, risk tolerance and investment horizon. This resource provides details on HFA’s recommended allocations. Click here to download the resource.

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sub asset allocation screenshot Educational Resources

May 20, 2016 / Hoover Financial Advisors

Sub Asset Allocation

Diversification across asset classes in a portfolio balances its exposure to risks and reduces the volatility of the overall investment. Sub-asset classes can further identify and diversify the risks associated with the superclass. Click here to download the resource.

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