We discuss the importance of diversification, different withdrawal strategies and the potential role of alternative asset classes in retirement portfolios. We also look at how low future expected returns for both stocks and bonds impact withdrawal rates.
JACK'S ARTICLE
https://blog.validea.com/how-about-the-importance-of-drawdowns-in-retirement-planning/
We hope you enjoy the discussion.
ABOUT THE PODCAST
Excess Returns is an investing podcast hosted by Jack Forehand (@practicalquant) and Justin Carbonneau (@jjcarbonneau), partners at Validea. Justin and Jack discuss a wide range of investing topics including factor investing, value investing, momentum investing, multi-factor investing, trend following, market valuation and more with the goal of helping those who watch and listen become better long term investors.
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