by Ethan S. Braid, CFA | Mar 21, 2025 | Blog, Retirement Planning
Most people planning for their retirement will utilize software to develop their retirement plan. They might use a free retirement planning tool they find on the internet or hire a financial planner who uses software to develop their retirement plan. In either case,...
by Ethan S. Braid, CFA | Mar 13, 2025 | Blog, Retirement Planning
The year you retire can make or break your retirement plan. Will you retire at a good time or a bad time? You cannot really know if you have bad timing until after the fact. If you retire at a bad time, right before a recession and crash in the stock market, you won’t...
by Ethan S. Braid, CFA | Feb 27, 2025 | Asset Allocation, Blog, Investing, Investment Risk, Retirement Planning
The recent research paper, Beyond The Status Quo: A Critical Assessment of Lifecycle Investment Advice, has created a lot of buzz since the paper was published. The authors advise an optimal retirement portfolio that is 100% equities with 33% in domestic stocks and...
by Ethan S. Braid, CFA | Feb 15, 2025 | Asset Allocation, Blog, Investment Risk
There are many mistakes you can make when selecting an asset allocation strategy for your retirement. In this article we will review two serious mistakes an investor can make with their asset allocation strategy. Selecting an asset allocation that does not match...
by Ethan S. Braid, CFA | Feb 14, 2025 | Asset Allocation, Blog, Investment Risk, Retirement Planning
Choosing an asset allocation is a key decision in any retirement plan. With over 25 years of experience as a financial advisor, I have found that many retirees do not know how much they can make or lose with different asset allocations. The focus of this article will...
