The Big Picture Safe Withdrawal Rate Application

Thursday, July 8, 2021

12:00 PM EDT | 9:00 AM PDT

60 minutes

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Join us in looking at the Big Picture®: New web-based software that helps financial advisors build trust with investors by evaluating their safe withdrawal rate.

Advisors can build portfolios using any combination of asset classes, and back-test them over rolling historical periods. In this way, the software reconstructs the investment experience of hundreds of retirees. Advisors can adjust inputs to illustrate the tradeoffs associated with different asset allocations, withdrawal rates, and lengths of retirement.

 

 

Speakers

Ryan McLean Headshot

Ryan McLean
Founder
Investments Illustrated, Inc.

Ryan has led the Big Picture® from concept to successful commercial release in both print and digital formats. He founded Investments Illustrated in 2010 after working as an equity analyst at Morningstar, and as a business consultant in Latin America.

Ryan holds an MBA in Finance from McGill University, and a Bachelor of Arts Degree from the University of British Columbia.

Robert Huebscher Headshot

Robert Huebscher
CEO and Founder
Advisor Perspectives

Robert Huebscher is the founder and CEO of Advisor Perspectives and serves as its editor-in-chief. He is a frequent speaker at industry conferences and has written extensively on topics including investment management, portfolio construction, financial planning and global economics.