Flirting with Models

The Research Library of Newfound Research

Tag: Retirement (Page 2 of 3)

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.

The Sequence of Market Returns & Retirement

The sequence of market returns can have a dramatic impact on investor outcomes. This is especially true in a retirement portfolio.

The Luck of the Market Cycle: Exploring the Impact of Income Growth, Savings, and Allocation Changes on Retirement Portfolios

Retirement planning often dwells on long term average returns, but actual investor experience can depend greatly on luck and the distribution of returns.
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