Description: The Big Picture App lets financial advisors build the retirement portfolios of their choice, back-test them over rolling historical periods, and illustrate for clients the success rates, safe withdrawal rates, and portfolio longevities associated with a given asset allocation and expense ratio.
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How it Works Testimonials Log In FREE Trial "I’m a big fan of The Big Picture " William P. Bengen, CFP Created the "4% rule" The Big Picture application for investor education is just $30 / month Check it out for free .
A sweeping view of market history The Big Picture® reconstructs the investment experience of nearly one thousand retirees, each retiring on the first of the month from January 1926 onward. Stress-test portfolios against hundreds of actual market environments, and tell investors whether their income goals are realistic.
Enhance your credibility by evaluating investors’ down-market preparedness, and illustrating the tradeoffs associated with different portfolio compositions, withdrawal rates, and lengths of retirement.
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