Tag: Retirement (Page 1 of 2)
The perfect withdrawal rate in a retirement portfolio contains more risk than meets the eye. The order of returns is extremely important.
We explore the application of trend following, and the potential consistency improvements it can introduce, within the framework of a cash balance plan.
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.
Dynamic Spending in Retirement Monte Carlo
By Nathan Faber
On July 15, 2019