A Collaborative Path Forward: Integrating Monte Carlo Modeling, the Actuarial Approach, and Copilot

Published on September 15, 2026

Monte Carlo modeling has been the backbone of retirement planning for decades. It is powerful, familiar, and deeply embedded in advisor workflows. Yet as David Blanchett recently argued in “Successfully Failing,” the traditional “probability of success” metric can be misleading.

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How Fed Interest Rate Increases Could Raise Your Household Debt

September 15, 2026
A home equity line of credit averages about 7.4 percent and adjusts with the prime rate. Credit card rates average around 20 percent and adjust the same way. Adjustable-rate mortgages reset on a set schedule. Each of those payments can change without you doing anything.

Warsh and the Fed Need Clarity More Than Certainty

September 15, 2026
Kevin Warsh has rightly called into question the effectiveness of the Federal Reserve’s communications — but his arrival as chairman only seems to have made the problem worse. To put this right after the next Fed meeting this week, he’ll need to rethink his approach to explaining where things stand.