I am working on asset allocation. This is a concept I struggle with understanding. I can do the basic math, but don't quite know how to factor in DH pension as part of our allocation. Any suggestions on how to include? Would you carry less bonds to offset the pension as your % of bonds?
The purpose of a strategy is to back into % of growth needed to cover annual budget for estimated life-correct?
The purpose of a strategy is to back into % of growth needed to cover annual budget for estimated life-correct?