The Case Study compares long-term income at true wholesale pricing vs. bonds for the "safe" part of a portfolio. Results of Monte Carlo analysis over 15 years, 20 years, and 25 years are shown, with a full explanation of the case study modeling used.
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Wholesale Income For Retirement vs. Typical Asset Allocation Model Case Study Results
Wholesale Income For Retirement vs. Typical Asset Allocation Model Case Study Results, updated 1/9/23, 4:56 AM