How the portfolio size effect impacts the optimal asset allocation glidepath of a lifecycle or target date fund, and how a bond tent reduces volatility risk.| Nerd's Eye View | Kitces.com
A 90-day onboarding plan template to bring clarity to the advisor, and help a new Client Service Associate (CSA) learn their role in the firm efficiently.| Nerd's Eye View | Kitces.com
A bad sequence of returns can deplete a portfolio in retirement, but in fact, it's far more common for favorable sequences to create an excess of wealth.| Nerd's Eye View | Kitces.com