The Conflict of Persuasion in Financial Advisors

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The financial advisor world faces this problem head on always be closing. What they need to come up with is some way of presenting that information in a more attractive form. Most people who go to financial advisors are looking for somebody to take care of all those numbers and tell them they're going to be okay. It's not something that optimizes or actually helps the performance of a portfolio.

In this episode we answer emails from Pete, MyContactInfo and Jenzo. We discuss leveraged funds, a paper about holding them longer term and optimal leverage, analyzing leveraged portfolios, meta-concepts of retirement portfolio planning and how to separate the critical components of a withdrawal strategy (the dogs) from various management techniques, labeling methods and mental accounting (the tails), and last year's scare paper about hyper-low safe withdrawal rates of poorly constructed international portfolios.

Links:

Leveraged Portfolios Article/Paper: Double-Digit Numerics - Articles - The Big Myth about Leveraged ETFs (ddnum.com)

Sample Optimized Portfolios Article: What Is a Leveraged ETF and How Do They Work? (optimizedportfolio.com)

Analysis of UPRO vs S&P: https://tinyurl.com/me4c2xj9

Analysis of TNA vs. IWM: Backtest Portfolio Asset Allocation (portfoliovisualizer.com)

Analysis of TMF vs. TLT: Backtest Portfolio Asset Allocation (portfoliovisualizer.com)

Portfolio Charts Risk/Reward Calculator: RISK AND RETURN – Portfolio Charts

Portfolio Visualizer Efficient Frontier Tool: Efficient Frontier (portfoliovisualizer.com)

Bond Funds vs. Bond Ladders: Owning Individual Bonds vs. Owning a Bond Fund - A Wealth of Common Sense

Low Safe Withdrawal Rate Paper: delivery.php (ssrn.com)