• What the Investment Industry Doesn't Want You to Know
• Shakespeare's Primer on Asset Allocation
• The twin virtues of rebalancing and diversification
• Optimal Rebalancing Frequency for Bond/Stock Portfolios (01/03/07)
• Financial Goals and Asset Allocation
• "Are my assets going to provide me with a desired lifestyle over a specific period of time?" (I have no affiliation with this product other than as a very satisfied user who highly recommends it.)

• How to Create Your Investment Plan
• Beware of Asset Allocation Advice
• Putting it All Together

The following two allocation tools should be used carefully. They reflect algorithms that are specific to each company.

• Edmond Financial Group
• TD Waterhouse Asset Allocator
• BMO Investor Profiler
• Vanguard Investor Questionnaire

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