Financial advisers frequently use Monte Carlo analys`is to demonstrate the resiliency of a financial plan. These simulations produce a score that is useful in securing a client's confidence in their ...
The days of a financial advisor presenting a client with a pre-made financial plan on paper are at an end. Clients today prefer to be engaged in the planning process and to influence the development ...
There are several ways to incorporate investor psychology into your practice, such as pursuing online courses or hosting client education events. These are still good avenues to explore, but Janus ...
Should You Stop Believing in a ‘Safe' Withdrawal Rate for Retirement? Even the 4% Rule Presents Risk
Is the idea of the "safe" withdrawal rate nothing more than the Tooth Fairy of the retirement planning industry – mere fiction? Some financial experts are calling the methods used to calculate safe ...
Bob’s financial advisor just ran a “Monte Carlo analysis” for him.What’s a “Monte Carlo analysis”?It’s a tool used to test how a person’s retirement savings and plan would hold up given a variety of ...
Gamification—the process of using games or game-like elements in technology to encourage participation and incentivize certain behaviors—is playing a growing role in driving our behavior across every ...
Some results have been hidden because they may be inaccessible to you
Show inaccessible results
Feedback