New research suggests there are better ways than William Bengen’s 4% withdrawal strategy to guarantee a sustainable income stream in retirement. The new strategy involves using a mix of a low-cost ...

In our recent annual study on safe withdrawal rates, my colleagues Tao Guo, Jason Kephart, Christine Benz, and I looked into a variety of strategies that retirees can use to manage portfolio ...

Portfolio optimization is a crucial aspect of managing finances for institutions. It involves deciding how to distribute wealth among different assets. Traditional methods of portfolio optimization ...

Portfolio optimisation methods have evolved from the classic mean–variance framework to embrace a wide spectrum of techniques that address practical and theoretical limitations of early models. The ...