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Historical analysis may sometimes be a dicey practice in the context of investments, but it can still be a useful tool for coming to defensible conclusions. Establishing confidence levels in your implementation choices is important when creating a time-segmented retirement income plan that may span 30 years or more. Rolling returns analysis is one way…

Retirement income generation is a complex problem that advisors are tackling in a number of different ways across the financial services industry. Many large providers are focusing on single product strategies that are supposed to generate income through dividends and interest. Some advisors are using a basic systematic 3-4% withdrawal strategy. However, many advisors are…