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Roundtable moderated by Michael E. Kitces, CFP®, CLU®, ChFC®, RHU, REBC
Leading investment experts Mebane Faber, CAIA, CMT; Jerry Miccolis, CFP®, CFA, FCAS; and Ken Solow, CFP®, CLU®, ChFC®, answer questions on one of the fastest- growing trends in investing, tactical asset allocation.
This study demonstrates that when financial planners recalibrate assumptions for Monte Carlo simulations to market conditions facing retirees in 2013, the
4 percent rule is anything but safe.
This paper examines the calculation methodology for semivariance and semideviation, providing practical financial planning interpretations.