Adequacy of Publicly Available Retirement Planning Tools
March 23, 2016 - Strategic Allocation
Should investors trust retirement planning tools that are publicly available on financial websites? In their February 2016 paper entitled “The Efficacy of Publicly-Available Retirement Planning Tools”, Taft Dorman, Barry Mulholland, Qianwen Bi and Harold Evensky: Identify via theoretical analysis and a survey of financial professionals the demographic, financial and economic variables important as inputs to retirement planning. Assess… Keep Reading