The whole picture
Advisor dashboard
What an investment adviser representative looks at and computes before advising a client: today's rates translated into planning language, where the business cycle stands, the dates that matter, and a synthetic sample household with its action queue and meeting prep. No real clients, no logins, nothing stored.
Market and rates loadingPublic series from FRED. Each card carries one plain-English translation; every tax rate in a translation is computed from the bracket tables.
Loading market snapshot.
Economic cycle The existing cycle model's current reading. Full reading.
Loading the latest reading.
Planning calendar The next six dated events. Sources on the methodology page.
Sample household Sample data — synthetic household, no real clientA fictional family, the Chens, built to exercise every rule on this page. Numbers are derived through the same calc modules as the tools.
Loading the sample household.