Article
Mon, Mar 25, 2019

Lessons from 119 years of capital market data

The latest Credit Suisse Global Investment Yearbook (excerpt here) compiled by Professor Elroy Dimson and his colleagues Paul Marsh and Mike Stanton, is a treasure trove of information. It covers asset class return and inflation in 26 different markets over the 119 years between 1900 and 2018.
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Announcements
Wed, Dec 12, 2018

David Blanchett: Sustainable Withdrawal Rates: A Smart Alternative to Reducing Life Expectancy

Did you know that retirement costs more than double what it did 30 years ago?In this light-hearted video, David Blanchett's PhD, CFA, CFP shares his thoughts on what people can do about it.
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Announcements
Tue, Dec 11, 2018

David Blanchett: Retirement crisis? What Retirement Crisis…?

In this video, David Blanchett PhD, CFA, CFP poses the question, is there a retirement crisis? Meaning, will everybody run out of money?
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Announcements
Wed, Nov 28, 2018

David Blanchett: Sustainable Withdrawal Rate - A UK Perspective

In this video, David Blanchett's PhD, CFA, CFP looks at how the now famous 4% rule developed.
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Research
Thu, Nov 22, 2018

Retirement income options, happiness and a case of spurious correlation?

A fascinating new paper by L&G titled Retirement Income Riddle: New perspectives on how we make financial choices and their impact on our well-being attempts to look at the relationship between happiness and the retirement income option that people choose.
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Announcements
Tue, Nov 20, 2018

David Blanchett: The Grand Retirement Puzzle

This is the first in a three-part video series featuring David Blanchett, PhD, CFA, CFP., head of retirement research at Morningstar. David sets the scene for a fascinating discussion about the ‘grand puzzle’ as he calls it. In other words, how to come up with successful withdrawal strategies for UK retirees.
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Announcements
Thu, Aug 30, 2018

Justin King: How to help a client avoid a one-way ticket to Geneva

In this second video, Justin King APFS, CFP takes a light-hearted look at how he uses the Timelineapp to show clients quickly and visually how sustainable their retirement income plan is.
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Announcements
Wed, Aug 22, 2018

Justin King on eternal optimism and why advice is an antidote to N.E.W.S*

Welcome to the first of our three-part video series on retirement income planning conversations. The focus of this series is to demonstrate the real-life discussion that happens between a financial planner and their client to ensure their portfolio lasts a lifetime.
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How-To Videos -   New Feature
Mon, Jul 2, 2018

Legacy & Sustainable Withdrawal In Retirement Portfolio

It's often said that the ideal retirement is one in which you spend your last penny on your last day on earth. The last cheque you write should be to the undertaker, and it should bounce.
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