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.
Using Distributions in Monte Carlo Simulation
Looking at some MCS distributions and learning how to use the most appropriate one.
Krawcheck Calmly Rips Microsoft CEO Over Comments on Women
Krawcheck criticizes Satya Nadella’s advice that women shouldn’t ask for raises but should rely on “karma” instead.
Advisor Prepares Pro Athletes for Life After Sports
Lee Rawiszer creates lifetime plans for incomes at risk of meteoric rises and crashes — sometimes after meeting the client for less than 15 minutes.
How to Measure Good, Bad Stock Pickers
ETFs that track industry sectors can be an investor's best friend.
Should I Stay or Should I Go (Independent)?
There are a lot of issues to consider before making the move from a wirehouse or bank to an independent advisor.
Factoring Medicare Part B Premiums Into Financial Plans
Since I’ve built my own financial planning software, I can forecast clients’ Medicare Part B premiums as part of their future expenses in retirement.
Warren Buffett’s Huge Pile of Cash
When Buffett sits on more than $50 billion, it's time to worry about corporate America's enormous cash pile, Leonid Bershidsky says on Bloomberg View.
New ETF Based on Workplace Equality Index
Years ago, Denver Investments built an index of companies with gay-friendly workplaces. Now it's rolled out an ETF to meet like-minded investors' needs.
Schwab, Morningstar Partner to Integrate Custodial Data in Morningstar Office
Schwab Intelligent Technologies is partnering with Morningstar to provide RIA custody data through its OpenView Gateway platform.