Our Portfolio Performance Assumptions: Are They Realistic?

RELATED CONTENT

Sequence-of-Returns Risk, or Size-of-Returns Risk?

Investors face risks. It’s important to get a grasp on the risks from shielding yourself from down markets versus the risks of missing out on rising markets. Our expert examines the risks—and lays out a way to balance them.

Defining the ‘Long Run’

You tell your clients all the time: Invest for the long run. But how long is the long run? Our correspondent dives into nearly a century of data to identify the elusive “long run,” revealing that 30- or 35-year investment horizons are more likely to achieve desired returns.

Incremental Diversification in Retirement Portfolios: A 50-Year Review

It’s a common refrain: Diversify, diversify, diversify. Our expert takes a deeper dive into data to demonstrate just how valuable diversification in retirement portfolios can be.

To Understand Portfolio Performance, Know Your Assumptions

It’s always a good idea to examine your assumptions. It’s an especially good idea when evaluating the performance of various portfolio designs. Our expert does just that, demonstrating the value of diversification.