I have a linked account that was placed in the wrong section. It is a traditional IRA, but it shows up in the Taxable & Tax-Advantaged section. How do I move it?

You can move a linked account that appears in the wrong section. For example, a traditional IRA that shows up as a 'Taxable' account in the Taxable & Tax-Advantaged section. The screenshot below shows you how to do this. src="https://cdn.livehelpnow.net/clients/21145/kb/move1_aa8f125b-073d-4807-a3f0-9af18c3b5fba.png" id="b386f106-2e01-4c95-aa89-86d516f45551" alt="move1" width="90%" [...]

Where does the historical data for correlations that are used in Monte Carlo come from?

For this data we use appoximately 40 years of historical data from these ETFs: Cash: 1 Month CD Rate From Federal Reserve Data Short Term Bonds: iShares Short Term Bond ETF (SHY) Medium Term Bonds: iShares Medium Term Bond ETF (IEF) Long Term Bonds: iShares Long Term Bond ETF (TLT)Value Stocks: iShares Russell 1000 Value Index (IWD) Growth Stocks: iShares Russell 1000 Growth Index (IWF) [...]

Where does the historical data for standard deviations that are used in Monte Carlo come from?

For this data we use appoximately 40 years of historical data from these ETFs: Cash: 1 Month CD Rate From Federal Reserve Data Short Term Bonds: iShares Short Term Bond ETF (SHY) Medium Term Bonds: iShares Medium Term Bond ETF (IEF) Long Term Bonds: iShares Long Term Bond ETF (TLT)Value Stocks: iShares Russell 1000 Value Index (IWD) Growth Stocks: iShares Russell 1000 Growth Index (IWF) [...]

Where does the annual return data come from?

For annual return data we use appoximately 45 years of historical data from these ETFs: Cash: 1 Month CD Rate From Federal Reserve Data Short Term Bonds: iShares Short Term Bond ETF (SHY) Medium Term Bonds: iShares Medium Term Bond ETF (IEF) Long Term Bonds: iShares Long Term Bond ETF (TLT)Value Stocks: iShares Russell 1000 Value Index (IWD) Growth Stocks: iShares Russell 1000 Growth Index [...]

What is the difference between a normal and Laplace distribution in Monte Carlo simulations? Which one should I use?

Although many random variables exhibit a normal distribution, equity and fixed income returns have exhibited a Laplace distribution over the past ten years. A Laplace distribution has fatter tails than a normal distribution, which increases the probability of extreme events relative to a normal distribution. In statistical terms, a Laplace distribution has kurtosis of 6.0, while a normal [...]