1. Showing Clients The Value In Changing Their Asset Allocation Using Scenarios
(Matching tags: monte carlo,retirement planning,advisor technology,asset allocation)

... how each one changes the probability (using Monte Carlo analysis) of clients achieving all of their retirement goals. Advisors can create multiple allocation mixes and view how each one impacts the plan. ...

2. How To Take Into Account Life Expectancy In Retirement Plans
(Matching tags: monte carlo,pensions,social security,retirement planning,volatility)

One of the biggest variables that confront advisors and their clients when planning retirement is the clients’ life expectancy. Some clients like to use the life expectancy of their age group or ...

3. How Changes In Volatility Can Impact Retirement Plans
(Matching tags: monte carlo,pensions,social security,retirement planning,volatility)

Over the past two decades the finance industry has come to embrace dynamic analysis such as Monte Carlo. The increase in volatility in the stock market has made this necessary while the increase in ...