In this brief video, we walk you through a case study from one of our early advisors – how in minutes Nebo can help you build a strategic glide path, test its viability and then build a portfolio based on today’s market conditions.
Building on our first case study, we explore more deeply how Nebo incorporates your investment schema, capital market assumptions, and preferred methods of implementation. Nebo then uses these inputs for its proprietary, multi-period shortfall optimization allowing you to test your intuition and better understand the key decisions that are driving today’s portfolio allocation.
Highlighting Nebo’s flexible framework, we show how easy it is to integrate cash flow work done from major financial planning software directly into Nebo. We also explore Nebo’s next-generation Monte Carlo simulations in assessing the viability of a personalized glide path and additional savings, withdrawal, and retirement age scenario planning.
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