Tag Archives: Dr. M. Ray Grubbs
08
Dec

3-S Income for Retirement

The MRT team’s article titled “Crafting Retirement Income that is Stable, Secure, and Sustainable” is now available in the December issue of the Journal of Financial Planning. MRT defines retirement income planning through the 3-S Income model (stable, secure, sustainable). (more…)

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09
Oct

MPT or MRT? Contrasting retirement income models

Originally post: http://www.lifehealthpro.com/2015/03/09/mpt-or-mrt-contrasting-retirement-income-models BY ED MCCARTHY, CFP, RICP The “safety-first” approach continues to draw attention as a retirement-income planning model and as an alternative to modern portfolio theory (MPT). Modern retirement theory (MRT) is an example of safety-first strategy. The concept was first described in a December 2010 Journal of Financial Planning article by Jason K. Branning, CFP […]

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02
Dec

The Yin and Yang of retirement income philosophies

A new paper released by Challenger in Australia, The Yin and Yang of retirement income philosophies, was written by Dr. Wade Pfau and Jeremy Cooper. Modern Retirement Theory principles are summarized nicely in this piece. Challenger – The Yin and Yang Source: http://www.republicast.com/publications/6a490775ca994e50a54ca9ac68b550c3/#p=1&c=0&v=1

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