
Martin Tarlie - Bridging the Gap Between Financial Planning and Portfolio Management (S6E13)
Flirting with Models
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How to Address the Problem of Someone Who Has Far More Than They Need
NIBO's multi-period optimization works under two extreme scenarios. The first being an investor who has far more money than they'll ever want to spend. And the second is a person who has far less money saved than they'll ultimately need. NIBO can answer objective questions, given a set of preferences, what do I need? We boil that down to what rate of return do you want or need from your financial assets and then we build portfolios that seek to minimize shortfall at that rate.
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