Advisor Testimonials

Here’s what thought leaders have said…

A big fan



“I’m a big fan of ‘The Big Picture’. Besides illustrating very quickly the effect of assumption changes on withdrawal rates, it’s a lot of fun to use. I wish I’d had access to it in the 1990s, when I began my research on the so-called ‘4% rule.’ It would have saved me many hundreds of hours of grueling work. Should be a great tool to use with clients, as well.”


William P. Bengen
CFP, Creator of the “4% Rule”


This is not a fantasy



“Wouldn’t it be nice if you could take a prospective client’s asset allocation and calculate the percent of time periods since 1926 that it would have survived a
30-year retirement?

This is not a fantasy.

I can picture a time when most financial planners routinely use the Big Picture to explore portfolio choices with their clients.”


Bob Veres
Financial Advisor & Writer


Empirically sound



“If your retirement plan would have depleted your client’s funds using historical data, you should abandon it. The Big Picture does this test for you – quickly, intuitively and with an empirically sound framework.”


Robert Huebscher
CEO, Advisor Perspectives


Clients relate



“Monte Carlo is a hypothetical projection based on assumed inputs. Clients relate more to the historical perspective that your software illustrates.”


Steve Erb
Financial Advisor, Chesme Capital


Incredible



“The Big Picture is incredible.”


Dexter Robinson
Financial Advisor, Assante Capital / Dimensional Fund Advisors