Inflation is down and the correction in bonds means expected returns are higher, too…
expected returns
How to use expected investment returns to build or sanity check your financial plans
What can you do to improve the 60/40 portfolio? We have an answer. But it’s long and you won’t like it.
Experts have warned us to prepare for low returns from investing for years now. Count me as skeptical about the value of such predictions. You may recall in 2012 the UK regulator dropping a bomb on pension forecasts. The FSA ((A now-defunct regulator, basically replaced by the FCA.)) told financial providers to project low returns [...]
We invest in riskier asset classes in the expectations of higher returns. But those expectations do not come with a money back guarantee!
What the past might tell us about the future for shares and bonds, plus the rest of the week’s good reads…
You can only plan for your financial future if you can estimate your portfolio’s expected return. Here’s how to do it.