Everyone Else: This asset allocation software works great using any, and unlike all other asset allocation software, all investments you like using: Closed - end mutual funds, open - end mutual funds, ETFs, index funds, bank investments (CDs and interest bearing accounts), real estate, stocks, bond, subaccounts, 401 (k) investment options, stock options,
non-publicly traded securities, etc..
Through the third quarter of 2015, 63 percent of donations to investment giant Fidelity Investments» Fidelity Charitable were appreciated assets, which include publicly
traded securities and
non-publicly traded assets, such as private - equity interests, private business shares and real estate.