Cracking Modern Portfolio Theory’s Enigma Code with Dedicated Portfolios for Individual Retirees

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On December 29, 2022, the SECURE Act 2.0 was signed into law by Congress. As you may recall, the original…

Millennials. Those born between 1981 and 1996; ranging in age from 26-41 years old. VHS, Windows ‘98 startup sound, Blockbuster…

The goal of this article is to provide an actionable framework for contingency planning for individual retirees through the modern...