Investment Strategies in Decision Lab

Different investment approaches can significantly influence the size of a client's nest egg and how much they can spend in retirement. The Investment Strategies module in Decision Lab allows you to: Explore how different asset allocations can affect portfolio performance and available retirement spending. Compare how each strategy holds up under his...

How to use the Investment Strategy explorer in Decision Lab

The target asset allocation of a plan has large effects on all part of a plan, including: Portfolio balance at retirement (nest egg) Spending capacity / Retirement paycheck Retirement income guardrails Portfolio volatility Income volatility The Investment Strategy exploration tool in Decision Lab gives advisors a focused way to explore the core ques...

Excluding an investment account from income plan calculations

By default, any investment account you include in an Income Lab plan will be included in all calculations of the income plan. However, there are certain times when you want to see an account in certain parts of the software - especially Life Hub, the plan's Balance Sheet, and the assets section of the Insights dashboard - but exclude it from use as ...