Course curriculum

    1. Welcome

    1. Projected Values

    2. The Meaning of Today's Dollars

    3. Investment Information Side Bar

    4. Asset Allocation

    5. Interactive Graphs

    6. Using Sliders for Quick What-If Scenarios

    1. What Monte Carlo Tells Us

    2. How WealthTrace Runs Monte Carlo Simulations

    3. Viewing Simulations and Median Values

    4. Probability of Funding Goals Through Time

    5. Monte Carlo Quartile Values

    6. Using Sliders for Quick What-If Scenarios

    7. Why Monte Carlo is so Valuable for Retirement Planning

    1. Cashflow Projections

    1. Asset Allocation Breakout

    2. Historical Performance

    3. Historical Income, Balances, and Fees

    4. Historical Transactions

    1. Living Expenses and Inflation

    2. Rebalancing and Reallocating Investments

    3. Other Plan Settings

    4. Tax Settings

About this course

  • Free
  • 34 lessons
  • 0.5 hours of video content

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