Key Determinants In Retirement Portfolio Success

Very practical application for real-life client use. It would be helpful to see scenarios with more asset classes like international stocks, but I realize that would shorten the starting point significantly to the 1970's.

I thought it was very interesting and well researched. However, I would say a better introduction would be helpful. What are you going to discuss today? I am going to review different withdrawal strategies and their impact on various measures of success (remaining portfolio, keeping up with inflation, etc.) and how different variables impact success (increases in w/d rates, expenses, etc.) The presenter just jumped in and left it to the listener to figure out what the agenda was.

Very Good. I always enjoy listening to Craig's views and analysis of investing for retirees.

good to see his model