Category: Sequence Risk (Page 2 of 2)
Dollar-cost averaging (DCA) is often touted as superior to lump sum investing, but there are many scenarios where DCA may be inferior. The market environment and investor behavior both play large roles in the decision of which route to take.
Low return forecasts make risk management crucial. Tactical strategies have been effective in the past, and moderate allocations can make a big difference.
Examining the significant impact of changes in assumptions, including spending and return assumptions, on retirement planning analysis.
High valuations suggest that retirement withdrawal rates that were once safe may now deliver success rates that are no better than a coin flip
You Are Not a Monte-Carlo Simulation
By Corey Hoffstein
On March 19, 2018