Illustrating Retirement Portfolio Survival

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36 reviews

 
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4.6
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(Updated: October 25, 2017)
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(Updated: October 25, 2017)
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(Updated: October 25, 2017)
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Really good way of displaying power of the various attributes especially withdrawal rates and survivability!

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(Updated: October 25, 2017)
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great work. My concern is that while illustration long term concepts to a client is valuable, clients think/behave short term. As much as we think we can control a client, when they say sell and move to the sideline we have to follow their wishes despite what logic might dictate. I try to attend all of Craig Israelsen's events

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(Updated: October 25, 2017)
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Craig, the software package is an excellent way to illustrate to clients that they need not worry as much as they might think. Seeing everything in such a succinct and easy-to-understand format is the best part of the software. It seems to be understandable by non-tech types. And the emphasis on costs and expenses as they relate to long-term returns is also invaluable. It does open one's eyes to the importance of expense ratios and fees. Thank you again.

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