Thank you for attending my May 2025 presentation for FPA Puget Sound.
Presentation Materials
Click the links/images below to download a copy of the presentation materials:
Further Reading Materials:
- Understanding Sequence Of Return Risk - Safe Withdrawal Rates, Bear Market Crashes, And Bad Decades
- What Returns Are Safe Withdrawal Rates REALLY Based Upon?
- Estimating Changes in Retirement Expenditures and the Retirement Spending Smile
- Should Equity Exposure Decrease In Retirement, Or Is A Rising Equity Glidepath Actually Better?
- Sample Withdrawal Policy Statement (WPS)
- Finding The Optimal Rebalancing Frequency – Time Horizons Vs Tolerance Bands
- Managing Sequence Of Return Risk With Bucket Strategies Vs. A Total Return Rebalancing Approach
- Is Passive Rebalancing A Form Of Active Management?
- Volume 2 2015 - An In-Depth Look At Rebalancing Strategies
