How Do Interest Rates Affect Stock Returns?
The financial media loves to talk about interest rates. There are a lot of good reasons for this, but two of the big ones are that interest rates are really important, and they’re relatively understandable and have a direct connection to most people’s lives. They are tied to the mortgage rate you can get, the […]
2022 – Q3 Quarterly Market Review
2022- Q3 Quarterly Market Review
2022 – Q4 Quarterly Market Review
2022- Q4 Quarterly Market Review
2023 – Q1 Quarterly Market Review
2023- Q1 Quarterly Market Review
How Buffer Assets Might Be Able to Help Your Retirement
Investing involves risk. When you put your money to work in the financial markets there’s always a chance, over every time period, that you could lose money. Most of the time, especially over longer time frames, the market goes up. But they don’t have to. The risk is always there – and that risk is […]
2022 – Q1 Quarterly Market Review
2022- Q1 Quarterly Market Review
2022 – Q2 Quarterly Market Review
2022- Q2 Quarterly Market Review
2021 – Q4 Quarterly Market Review
2021- Q4 Quarterly Market Review
Reverse Engineering To Desired Retirement Time Horizons
This article is part of a series; click here to read Part 1. Using the portfolio return and volatility assumptions determined in Exhibit 1.1, we then reverse engineer fixed return assumptions and sustainable spending levels for a desired retirement time horizon and targeted probability of success. The investment portfolio is modeled using 100,000 Monte Carlo […]
When Does a Separately Managed Account Make Sense?
Mass customization is the dream for most industries, and the financial services industry is no different. Everyone’s investing goals are different, so it makes sense that we would want to be able to specifically design the funds that we use to reach our goals. The plethora of mutual funds and ETFs out there give us […]
