Not Your Average Financial Podcast™

Episode 403: Backtesting IULs and Stocks. When Past Performance Doesn’t Even Predict Past Performance!

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In this episode, we ask:

  • What was born 129 years ago today?
  • What has Mark learned?
  • Have you ever seen the phrase, past performance is no guarantee of future results?
  • What about marketing?
  • What about backtesting?
  • What is an index?
  • How is the Dow Jones constructed?
  • How are the stocks in the S&P weighted?
  • What is the supersized Dow?
  • What about target date funds (TDFs)?
  • Where do TDFs live?
  • What about options?
  • What about make-believe simulations?
  • Does past performance reflect past performance?
  • What about the real-time rapid change in the numbers?
  • What factors should we consider?
  • Why bet your retirement on backtesting?
  • What about historical averaging?
  • What about broader trends and contractual guarantees?
  • What about IULs?
  • What about charts looking at a dollar invested in 1929…?
  • Can you drive your car forward by looking in the rearview mirror?
  • What are the takeaways?

    • ...more
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    Not Your Average Financial Podcast™By Not Your Average Financial Podcast™
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