Resources - Bondwire

RESOURCES

FREE RESOURCES FOR INDIVIDUALS AND ADVISORS

Calculators

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Macro Risk
 Portfolio Stress Test

Measure the potential impact of economic scenarios on your investments.

Stress Testing is about assessing the potential impact of economic scenarios (e.g. oil crash, inflation, etc.) on your portfolio and other investments. In a portfolio stress test, we construct “what-if” scenarios based on real life macro-economic uncertainties, and measure their potential impact on your portfolio.

TAKE OUR RISK SURVEY
An introduction to stress testing your portfolio
Scam Meter

Scam Meter is a public tool that is design to help you tell if an investment you are thinking about might be a scam.

We've all heard the timeless warning "If it sounds too good to be true, it probably is." It’s great advice, but the trick is figuring out when "good" becomes "too good." And if you have a good salesperson—or worse, a dishonest one—it gets really hard.

IS THE INVESTMENT A SCAM? CHECK HERE
Retirement Calculator

This calculator can help you estimate how much to save each year to accumulate enough money for your projected retirement.

This public tool is designed to calculate the amount you’ll need to set aside will depend on a number of factors that you can adjust with the calculator, including the type of account you are invested in. Remember that the official retirement age for Social Security purposes is gradually rising for individuals born in 1938 or later. Also keep in mind that tax-advantaged accounts have annual contribution limits.

ACCESS THE FREE CALCULATOR HERE
Savings Calculator

The savings calculator is designed for you to see how a consistent approach to investing can make your money grow. 

Whether saving for a house, a car, or other special purchase, the savings calculator is a public tool that is designed to help you determine the right amount to save on a regular basis to achieve your goal. 

ACCESS THE FREE CALCULATOR HERE
Investor Knowledge Quiz

 All investors should have access to basic educational information about investing.

While some investors rely on investment professionals for advice, others choose to chart their own investment course.  We have surveyed investors to get an idea of what people know—and what people may not know—about investing. This public quiz includes some of the questions from our survey, and explains the correct answers.

TAKE THE QUIZ

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