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Sustainable Draw Rates: Part Three
In part three of the Sustainable Draw Rates Study, we examine results by historical stress testing and reach our conclusion.
What Extra Return Must an Active Manager Provide to Outperform a Lower Cost Passive Equity Solution, Net of Fees and Taxes?
It is no secret: many active equity managers have a difficult time performing better than average when measured over full market cycles
Behavioral Biases in Investing
A college professor of mine once said, “Rational consumers only exist in economics textbooks.” While I cannot remember which of my professors offered up this...
Retirement Plan Industry Update – Q1 2019
On April 9, 2019, Principal Financial Group (Principal) announced that it had reached an agreement to purchase Wells Fargo’s retirement plan recordkeeping business.
The Sustainable Draw Rates Study: Part Two
Part two of the Sustainable Draw Rates Study examines the results of different asset mixes over varying time projections.
To Gift or Not to Gift, That Is the Question
To gift or not to gift, that is the question. It is less complex than the famed question posed by Prince Hamlet, but still not...