Matthew White serves as an Investment Analyst for MRA Associates. His primary focus is on the firm’s investment research and external manager oversight. He serves as a member of the MRA Associates Management Committee and Investment Policy Committee.
Prior to joining the firm, Matthew served as an Investment Analyst for Cohn Financial Group where he managed the firm’s investment research and performance reporting functions. Matthew began his career in finance as an Analyst at Wells Fargo and subsequently worked as an Advisor at MetLife Securities.
Matthew is a CFA® Charterholder and serves on the Board of Directors for CFA Society Phoenix. He holds a Bachelor of Science degree in Finance from the W.P. Carey School of Business at Arizona State University.
Matthew lives in Phoenix with his wife. He is active in the community as a member of the Scottsdale Leadership program and enjoys running and writing music.
CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.
At first blush, it would seem that bonds are easier investments to evaluate than stocks. After all, bonds pay a set interest rate and generally repay your original investment after a set amount of time.
International stocks have been a real bummer for investors over the last decade. In fact, while the S&P 500 has delivered a 294% increase for the ten years ending 6/30/19.
In part three of the Sustainable Draw Rates Study, we examine results by historical stress testing and reach our conclusion.