Wade Pfau, Ph.D., CFA

by Wade Pfau, Ph.D., CFA

January 5, 2012

A few articles related to my research have been released in the past few days:1. A new research article of my own is in the January 2012 Journal of Financial Planning.  It is “Capital Market Expectations, Asset Allocation, and Safe Withdrawal Rates.” This article doesn’t necessarily contain any earth shattering new relevations. But I think that it potentially offers a worthwhile contribution by outlining a framework to get a safe withdrawal rate based on any sorts of asset classes and return assumptions. One no longer needs to be limited by the assumptions used in previous studies.2. In the same January 2012 Journal of Financial Planning, Harold Evensky reviews retirement planning research from 2011 issues of the JFP. His article is “Retirement Income Research Proved Fruitful in 2011.” As he is truly one of the most important thinkers in the financial planning world, I’m relieved and honored that he had a positive assessment of my research.3. Dan Moisand, another leader in the financial planning field, has written an article for Financial Advisor about getting on track for retirement. His article is, “Why Advisors, Clients Must Battle To Keep Retirement Savings On Track.”H

Retirement Researcher is owned by McLean Asset Management Corporation (MAMC), which is a SEC registered investment adviser. The content of this publication reflects the views of McLean Asset Management Corporation (MAMC) and sources deemed by MAMC to be reliable. There are many different interpretations of investment statistics and many different ideas about how to best use them. Past performance is not indicative of future performance. The information provided is for educational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy or sell securities. There are no warranties, expressed or implied, as to accuracy, completeness, or results obtained from any information on this presentation. Indexes are not available for direct investment. All investments involve risk.
The information throughout this presentation, whether stock quotes, charts, articles, or any other statements regarding market or other financial information, is obtained from sources which we, and our suppliers believe to be reliable, but we do not warrant or guarantee the timeliness or accuracy of this information. Neither our information providers nor we shall be liable for any errors or inaccuracies, regardless of cause, or the lack of timeliness of, or for any delay or interruption in the transmission there of to the user. MAMC only transacts business in states where it is properly registered, or excluded or exempted from registration requirements. It does not provide tax, legal, or accounting advice. The information contained in this presentation does not take into account your particular investment objectives, financial situation, or needs, and you should, in considering this material, discuss your individual circumstances with professionals in those areas before making any decisions.