Stress Testing Your Retirement Plan: “How Big is My Cushion?”
By Advisor's Edge
Respected market theoretician Jim Otar walks through how to stress test client portfolios.
He reviews a variety of Black Swan scenarios, including sudden and permanent loss of assets; the need to increase the income taken from the portfolio; future inflation higher than historically experienced; living longer than planned for; future equity returns lower than historically experienced; and future conventional bond yields lower than historically experienced.

Accreditation Details
Accreditation body
Competency
Credits
IIROC Cycle 7
Compliance
--
Professional Development
1.50
IIROC Cycle 8
Compliance
--
Professional Development
1.50