Live It Up Without Outliving Your Money!: Getting The Most From Your Investments in Retirement

Disclaimer and Legal Information

Important Disclosure Information

Some of the text, tables, and figures in this book reflect hypothetical performance results. Although the author has done his best to present this information fairly, hypothetical performance is still potentially misleading. Hypothetical data does not represent actual performance and should not be interpreted as an indication of actual performance. Hypothetical data is based on transactions that were not made. Instead, trades were simulated, based on knowledge that was available only after the fact and thus with the benefit of hindsight. Unless otherwise indicated, the results presented in this book do not include any impact of taxes.

The performance results reflect the reinvestment of dividends. Past performance may not be indicative of future results. Therefore, no current or prospective investor should assume that future performance will be profitable, or equal. Neither the previous reflected performance, nor the performance results for any of the comparative benchmarks are provided.

Data Sources

The following data sources were used to develop the results shown in this book. Many of these returns depend in whole or in part on academic simulations gathered and developed by Dimensional Fund Advisors (DFA). Unless otherwise noted, returns include any applicable interest and dividends and assume annual rebalancing. Monthly rebalancing is assumed in Table 7.3, Table 9.1, Table 9.2., and Table 10.1.

Equities

CRSP 6-10 Index ...