The Miller Thompson / Reuters monthly Taxes and Wealth Management newsletter carried an article we authored on the importance of volatility and path dependency (a.k.a sequence of returns risk) for retirees. We are pleased to have been selected for publication, and hope that readers find value in our contribution.
Taxes & Wealth Management: Path Dependency in Financial Planning, Retirement Edition
October 7, 2014
Forget active vs. passive. It's all about factors.
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