Flirting with Models

The Research Library of Newfound Research

Month: September 2017

Addressing Low Return Forecasts in Retirement with Tactical Allocation

Low return forecasts make risk management crucial. Tactical strategies have been effective in the past, and moderate allocations can make a big difference.

The Lie of Averages

We believe that maintaining a degree of flexibility within a portfolio can help investors adapt to the path they are on.

Tax-Managed Models & Asset Location

We explore how tax-adjusted expected returns can be created and used in effort to create tax-managed portfolios that can maximize post-tax returns.

The Butterfly Effect in Retirement Planning

Examining the significant impact of changes in assumptions, including spending and return assumptions, on retirement planning analysis.
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