Growth Assumptions (Retirement Planner)

The growth rate is determined by applying your aggregated investment account asset class weighting to the historical risk, return, and correlations of the asset class index proxies:

Growth_Assumptioons__Portfolio_.png

By sub-portfolio:

Growth_Assumptions__Sub-Portfolio_.png

The inflation rate assumption is 3.5%. We add an overall 1% drag on performance to represent current market conditions, fees, trade costs, and behavioral mistakes.    


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