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Tag: Monte Carlo

Simple Formulas to Implement Complex Withdrawal Strategies

Posted on May 3, 2014May 3, 2014 by Mike

Morningstar’s David Blanchett formulates some “simple” retirement withdrawal algorithms. He finds “(not surprisingly) that the more dynamic and adaptive a withdrawal strategy is, the better off it makes the retiree.” Read the full article >>

Posted in Planning and Retirement, Portfolio ManagementTagged Monte Carlo, SWR

Flaws in Vanguard’s Withdrawal Strategy: Income vs. Total Return

Posted on October 24, 2013November 20, 2013 by Mike

Flaws in Vanguard’s Withdrawal Strategy:  Income vs. Total Return – Geoff Considine, Ph.D.

Posted in Portfolio ManagementTagged Monte Carlo, SWR, VanguardLeave a comment

Top Ten Faulty Assumptions

Posted on October 20, 2013November 21, 2013 by Mike

Top Ten Faulty Planning Assumptions – Bob Veres

Posted in Planning and RetirementTagged Monte Carlo, TaxesLeave a comment

The Levers to Financial Freedom

Posted on October 20, 2013November 21, 2013 by Mike

The Levers of Financial Freedom – Russ Thornton

Posted in Planning and RetirementTagged Budgeting, Goals, Monte Carlo, RiskLeave a comment

Planvesting, LLC
Michael L. Gay, MBA, CFP®
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