February 2018

(Video) The Most Dangerous (and Ubiquitous) Shortcut in Financial Planning

Investment advisors who use only past returns to forecast future returns may well be creating unrealistic expectations and poor investment outcomes for their clients.

Articles

The Most Dangerous (and Ubiquitous) Shortcut in Financial Planning

By John West Amie Ko

September 2017 | Read Time: 10 min

Starting conditions matter. Today’s investment yields impact future realized returns. But many still rely on past returns to estimate future returns. Our online Asset Allocation Interactive tool gives you the information you need to look ahead, not just back.