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This piece highlights the important role the Monte Carlo analysis plays in modern financial planning, especially when it comes to retirement planning. It introduces the simulation and explores how the technique produces various possible outcomes of potential financial futures, dependent upon the information it is given.
The document emphasizes SAM's active and adaptable investment approach, adjusting portfolio weightings based on market conditions. It underscores the importance of assumptions for informed decisions, acknowledging market unpredictability and regularly reviewing return assumptions.
The paper concludes by emphasizing stress testing's significance, incorporating potential challenges like higher taxes, reduced Social Security benefits, longer lifespans, or heightened inflation. SAM's approach aims for resilience in an ever-changing financial landscape.
What We Do
SAM is an SEC Registered Investment Adviser. As such we must act as a fiduciary, which means we must always put the client’s needs before ours. We take pride in our independent thinking. We avoid one-size-fits-all packaged products, creating tailored portfolios that cater to your individual goals—and add value over time.
SAM believes in multi-asset class investing, and invests not only in stocks and bonds, but also in less traditional asset classes such as commodities or real estate. Whether you're seeking an investment manager who shares your philosophy, you don't have the time to manage your investments, or you want to work with an advisor who understands the need to achieve higher risk-adjusted returns, we have the right solutions for you.
Meet the Team
The SAM Investment Team is comprised of a group of professionals with a combined 80+ years of global markets and investing experience.