
Sign up to save your podcasts
Or
Having reasonable assumptions for investment returns is critically important for many reasons. These assumptions will impact your retirement plan, investment allocation, and your peace of mind.
Why peace of mind? Well, if you are expecting something unreasonable, no doubt you're likely to be dissatisfied and more likely to be undisciplined.
Hear Kevin review 10-year return forecasts from leading money managers Blackrock and Research Affiliates. What are domestic and foreign stocks likely to do? How about bonds and real estate?
Tune in to find out and become a more informed investor.
Timestamps:
4:05 - Gauging Expectations For A Retirement Plan
11:32 - Why 10 Years?
14:50 - Diving Into The Data
29:07 - How Well Have These Predictions Done?
33:51 - How Kevin Uses These Expectations When Putting Together A Retirement Plan
Contact:
True Wealth Design Website: http://www.truewealthdesign.com/
Call: 855-893-7526
Schedule: http://bit.ly/calltruewealth
4.4
2626 ratings
Having reasonable assumptions for investment returns is critically important for many reasons. These assumptions will impact your retirement plan, investment allocation, and your peace of mind.
Why peace of mind? Well, if you are expecting something unreasonable, no doubt you're likely to be dissatisfied and more likely to be undisciplined.
Hear Kevin review 10-year return forecasts from leading money managers Blackrock and Research Affiliates. What are domestic and foreign stocks likely to do? How about bonds and real estate?
Tune in to find out and become a more informed investor.
Timestamps:
4:05 - Gauging Expectations For A Retirement Plan
11:32 - Why 10 Years?
14:50 - Diving Into The Data
29:07 - How Well Have These Predictions Done?
33:51 - How Kevin Uses These Expectations When Putting Together A Retirement Plan
Contact:
True Wealth Design Website: http://www.truewealthdesign.com/
Call: 855-893-7526
Schedule: http://bit.ly/calltruewealth
444 Listeners
775 Listeners
734 Listeners
1,286 Listeners
438 Listeners
497 Listeners
523 Listeners
656 Listeners
551 Listeners
877 Listeners
791 Listeners
131 Listeners
750 Listeners
168 Listeners
104 Listeners