Flirting with Models

Research Library of Newfound Research

Tag: Retirement (Page 1 of 2)

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 Butterfly Effect in Retirement Planning

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

Impact of High Equity Valuations on Safe Retirement Withdrawal Rates

High valuations suggest that retirement withdrawal rates that were once safe may now deliver success rates that are no better than a coin flip

Will You Be Able to Retire Without Tactical Asset Allocation?

A blog post exploring how realistic the assumptions for planning to retire are and addressing their shortfalls with tactical asset allocation.

The Need for Tactical Solutions Across Generations: Retirees

Retirees generally have very low risk portfolio focused on income. Tactical solutions can maintain the low risk profile while increasing portfolio income.

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