Analyzing a common financial planning question – whether one should invest a large cash “windfall” as a lump sum or spread it out over some time period.
Archives for October 2013
To DCA or not to DCA: that is the question
Analyzing a common financial planning question – whether one should invest a large cash “windfall” as a lump sum or spread it out over some time period.
The Great Yield Hunt
The first post of this blog will explore the tendency to hunt for yield to support portfolio withdrawals.
Hello World
My name is Denis Smirnov and I’m a financial planner at Gordian Advisors in Tucson, AZ. I decided to start “Plan by Numbers” blog as an attempt to explore the financial planning topics that I come across in my work with clients. The idea is to use numerical examples to simply illustrate complex concepts related […]