Broker Check

An early warning system for your Thrift Savings Plan, 401(k), 403(b), IRA, or taxable investment.

because you've worked too hard to be surprised by your money.

Get a free TSP Risk Analysis

Use our tool to learn your risk tolerance and take control of your financial future

  

Has your TSP had

 its checkup lately?



TSP Stress-Test



COMPLIMENTARY TSP STRESS TEST

CHECK THE "HEALTH" OF YOUR THRIFT SAVINGS PLAN

In investing, as in life, you can count on one constant: Things Change.

While we cannot predict the future, we can analyze the past, with surgical precision, to answer:

  • What would happen to your investment portfolio if another 2008-like Financial Crisis occurred tomorrow?
  • How much of your TSP could you reasonably lose in the next 6-months?
  • How much of your TSP can you afford to lose in the next 6-months?

Our TSP Stress Test™ assesses the overall performance of your entire investment portfolio, not only your Thrift Savings Plan. It will analyze the quality and sustainability of your portfolio, identifying improvements that can be made to help you more effectively meet your financial objectives.

    Did you lose money in 2008?

We can't predict the future, but our TSP Stress Test can tell you exactly how much you would lose if a 2008 market meltdown happened tomorrow. How much would you lose?

Did you make money in 2013?

The same TSP account that lost $231k in 2008 also grew by 26.6% five years later. Our TSP Stress Test can help you find the perfect balance between risk and reward, to help you reach your goals. How much do you need to gain?

You're 30-seconds away from a Better Federal Retirement

Please take a moment and complete the requested information for your complimentary personalized TSP Stress Test.

Your information is 100% confidential and your email will never be spammed.

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YOU WILL RECEIVE A DETAILED SUMMARY REPORT COVERING THESE MAJOR CHECKPOINTS:

Investment Products

Are there unnecessary costs or restrictions that could affect my ability to access funds?

Can changes within the investment products negatively affect my portfolio allocation?

Account Inventory

Should my accounts be reorganized to minimize taxes or costs?

What are the true costs associated with all aspects of my portfolio?

Diversification

Is my allocation of assets appropriate based on my goals and risk tolerance?

Do I have the necessary diversification to control and manage all possible risks?

Risk

Do I have too much or too little risk in my portfolio?

How should I evaluate my portfolio’s risk and what are the limitations of these measures?

Rebalancing

What is rebalancing and is it necessary for my individual accounts or total portfolio?

What types of rebalancing methods are available and which one is best?

Performance

Is performance history reliable and what should it be compared to?

How should risk and potential downside be considered when assessing returns?