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.

 

Stress Testing Your Retirement Plan: “How Big is My Cushion?”

Accreditation Details

Accreditation body
Competency
Credits

IIROC

Compliance

--

Professional Development

1.50

Course Type:

Web Link

Passing Grade:

11/16 (69%)

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  • IE (Investment Executive)
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