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eMoney Tip of the Week: The Portfolio Analysis Tool

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The Portfolio Analysis tool in eMoney allows you to compare any of a client’s current assets against the Efficient Frontier line. This line indicates the ideal amount of risk that should be taken on for any given portfolio rate of return.00 Within the tool, you can then model a more efficient portfolio on the line...

The post eMoney Tip of the Week: The Portfolio Analysis Tool appeared first on eMoney Advisor Blog.


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