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Welcome to the 2017 AFS Annual Meeing, being held this year, in conjunction with FPA in Nashville!
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Sunday, October 1 • 2:30pm - 3:20pm
E1b Is Time Segmentation a Superior Investing Strategy for Retirement? [CFP Asset Allocation]

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It is difficult to argue that time segmentation by itself provides a superior investing strategy for retirees. The superior results it may show appear to be attributed to the dynamic asset allocation that results from coupling the critical path to a time segmentation strategy to create a personalized rolling ladder. However, the results are nearly equivalent for a total returns approach with the same matching dynamic asset allocation. That suggests that the more aggressive asset allocation is primarily responsible for the overperformance.

Author(s): Wade Pfau

avatar for Wade Pfau

Wade Pfau

Professor of Retirement Income, The American College
Wade D. Pfau, Ph.D., CFA, is a Professor of Retirement Income in the Ph.D. program for Financial and Retirement Planning at The American College in Bryn Mawr, PA. He also serves as a Principal and Director for McLean Asset Management and Chief Planning Strategist of software provider inStream Solutions. He holds a doctorate in economics from Princeton University and publishes frequently in a wide variety of academic and practitioner research journals on topics related to retirement... Read More →

Sunday October 1, 2017 2:30pm - 3:20pm
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Attendees (5)