Most financial plans assume a consistent return. As you can see in this download, over time the S&P 500 Index has proven to be far from consistent. By minimizing negative surprises the Swan Defined Risk [...]
The #1 fear of retirees is running out of income during retirement. Low yields have eroded income and if rates rise the capital preservation role of bonds will be severely challenged. Addressing the Distribution Conundrum with the Swan Defined Risk Strategy.