Tag Archives: Modern Retirement Theory
28
Apr

MRT appears in Forbes article: “What Is A Safety-First Retirement Plan?”

Read Now: What Is A Safety-First Retirement Plan?   Source: http://www.forbes.com/sites/wadepfau/2016/04/26/what-is-a-safety-first-retirement-plan/#1af59a256d09

Continue Reading →
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 […]

Continue Reading →
15
Apr

How much do you need to retire happy?

How much do you need to retire happy? By Offain Gunasekara • Bankrate.com Originally posted: Posted: Sept. 5, 2012 at http://www.bankrate.com/finance/retirement/need-retire-happy.aspx What is your number? That question is often directed at people dreaming about how much savings they will need to achieve retirement bliss. But M. Ray Grubbs, professor of management at Millsaps College in Jackson, Miss., says […]

Continue Reading →
13
May

MRT 101: 2 Unknowables

MRT is not exclusively an income solution; it is a comprehensive retirement planning framework and process. Therefore, retirement income is a derivative of the MRT planning framework. Presuppositions propel and shape outcomes. The MRT paradigm was developed to address the beginning point of most retirement plan models that are sanitized, unrealistic and unhelpful. MRT believes […]

Continue Reading →
20
Feb

FPA Oregon hears Dr. Wade Pfau’s Presentation on Two Schools of Retirement Income

On February 14, 2013, Dr. Wade Pfau presented to the FPA Oregon & SW Washington: Two Schools of Retirement Income. The presentation compares a “Probability-based” approach to retirement planning to a “Safety-First” approach. Dr. Pfau highlights Modern Retirement Theory as a significant contributor to the “Safety First” perspective.

Continue Reading →
15
Feb

MarketWatch Article mentions Modern Retirement Theory

On January 31, 2013, MarketWatch Journalist, Robert Powell’s article, Retirees and stocks: Sell now or hold on? includes citations from MRT’s Jason Branning.

Continue Reading →