Where do I enter a mortgage expense or Other Loans?

A mortgage should go in two locations. First, it should go in the Liabilities section under Other Assets & Liabilities. src="https://cdn.livehelpnow.net/clients/21145/kb/mort1_493c66ee-608f-4eb7-9b85-9bcbceeeeb60.png" id="3d916616-4896-4258-90e5-f6600613799a" alt="mort1" width="90%" height="auto" data-image="3d916616-4896-4258-90e5-f6600613799a Once you save the Liability the program will [...]

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 [...]