Designing Portfolios To Beat A 4% "Safe" Withdrawal Rate

Webinars

User reviews

34 reviews

 
(24)
 
(8)
 
(2)
2 stars
 
(0)
1 star
 
(0)
4.7
Average Attendee Rating
Poor Average Excellent
Already have an account? or Create an account
Back to Listing
34 results - showing 6 - 10  
« »  
Ordering 
 
5.0
Average Attendee Rating
Poor Average Excellent
Was this review helpful to you? 
5.0
Average Attendee Rating
Poor Average Excellent

good insights

Was this review helpful to you? 
5.0
Average Attendee Rating
Poor Average Excellent

Good look on inflationary pressures on a portfolio

Was this review helpful to you? 
5.0
Average Attendee Rating
Poor Average Excellent

Thank you for the continuing focus on withdrawal rates in retirement and for demonstrating that, contrary to popular belief, many retirees will end up having MORE money in their accounts after 25 years than they expect. This academic exercise is certainly useful to advisers who want to more deeply understand the workings of a withdrawal strategy based on historical data. Translating it into a suitable format for clients is more challenging.

Was this review helpful to you? 
5.0
Average Attendee Rating
Poor Average Excellent

Excellent job of clarifying basic portfolio allocation

Was this review helpful to you? 
34 results - showing 6 - 10  
« »