At a recent conference, a professor was discussing the withdrawal rates inside Monte Carlo simulations, which are popular in the financial planning world. In these simulations, a portfolio is developed, historical returns...
Read MoreOne of the major criticisms of hedge funds is that fees are higher than those of traditional strategies. However, it’s important to focus on the correct part of the equation. Are fees more important than performance? How...
Read MoreWe are in a period of time where buy-and-hold returns from traditional asset classes are predicted to be very low in real terms. This is simply a matter of valuation. Equities and fixed income markets aren’t generating very much...
Read MoreEquity markets lost momentum in the latter half of August 2015, and for the first time in four years, the S&P 500 experienced a 10% correction. In spite of a strong October rally, volatility remained and we ended the...
Read MoreIn the surprise 1994 hit movie Dumb and Dumber, hapless limousine driver Lloyd Christmas, played by Jim Carrey, follows a beautiful socialite across the country to return a briefcase that had been left in his limo. While in his...
Read More
Enter Your Information And Click 'Send Me The Planner'