Came across this tool on HackerNews last week and gave it a try and thought it was a really comprehensive (in my experience) tool for doing long term financial planning yourself....
Thanks for the input! I’ve been thinking that’d I’d probably just stick to index funds and avoid (for now) individual companies. My financial advisor does do individual companies (to fit the allocation targets), and does do tax loss harvesting, but I think that might be a bit complicated for my initial attempts.
I had thought about doing something like S&P 500 fund + some set of small and medium cap index funds, rather than trying to identify individual companies that fit into “large/mid/small cap & industry spread”, but even in those broad realms there’s lots of “index 500” funds and lots of “medium/small cap” index funds, how do I figure out which ones to buy and how to compare them?
ProjectionLab - Build Financial Plans You Love ( projectionlab.com )
Came across this tool on HackerNews last week and gave it a try and thought it was a really comprehensive (in my experience) tool for doing long term financial planning yourself....
Resources on learning how to build a retirement portfolio?
About a year ago I hired a financial planner to manage assets in my retirement accounts but am starting to think about doing it myself....