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Blog

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Final Wealth vs. the Final 10 Years - Drawdowns and Bad Returns Matter

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10-Year Annualized Real Returns

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Value Can Help by Dampening Drawdowns: Three-Year Drawdown, from Starting Valuation

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Dynamic Glidepath: +/- 20% "Channel"

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Terminal Wealth, Static vs. Dynamic Glidepath

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Distribution of Wealth Outcomes

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Impact of Hedging on "Tail Events" for an Investment in MSCI EAFE or MSCI Switzerland

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MSCI ACWI ex-U.S. vs. S&P500

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Russell 2000 vs. S&P 500

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U.S. Cash vs. S&P 500

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