Using Monte Carlo for Inflation Assumptions in Financial Plans
How to use Monte Carlo simulation’s lognormal distribution tool to make inflation assumptions in a financial plan.
Ritholtz: The Easy-Money Stock Market Is Over
There's a palpable tension in the equity markets, Barry Ritholtz writes. So what is happening beneath the surface?
5 ‘Whys’ for Commercial Real Estate Investing
Commercial real estate is a unique asset class that warrants consideration by investors given its many benefits.
How Financial Planning Saves Clients (and Advisors) From Themselves
How the evolving process of financial planning helps clients (and their advisors) avoid the worst self-inflicted wounds.
AIG Shareholders Still Want a Nicer Bailout
Why would anyone call Paulson, Geithner and Bernanke to testify on Delaware’s corporate governance standards for reverse stock splits? There's something else going on here.
Using Distributions in Monte Carlo Simulation
Looking at some MCS distributions and learning how to use the most appropriate one.
Three Market Realities to Embrace Now
Shrugging off this week's volatility in the stock market because you invest for clients long term? Fine, but be aware of these new fundamentals.
9 Creative Ways for Financial Advisors to Acquire Clients
If your client acquisition tactics have become tiring or boring, they’re probably also not working very effectively, either.
File and Suspend Creates a Social Security Insurance Policy
A Social Security loophole lets clients who have delayed retirement get benefits even after the initial deferral decision has been made. There's one caveat, however.
Top 10 Social Security Myths: Part 2
Don’t let your clients sacrifice their benefits on the altar of misinformation. In part two of our series, we debunk five more Social Security myths.