Page 188 - Ready Set Retire
P. 188
Stephen J. Kelley
Madoff, Bernie, 133 Momentum, 91
managed fund, 91 Monte Carlo, 2, 65, 66, 68,
Manhattan Project, 97
marked to market, 89 69, 73, 97, 98, 99, 100,
market, 50, 58, 100, 102, 108, 122, 140, 143
103, 105, 109, 114, 124, Monte Carlo planning, 97,
126, 127, 131, 132, 133, 98
137, 143, 145, 147, 148, Monte Carlo simulation,
149, 150, 151, 153, 154, 100
155, 162, 164, 166, 167, monthly average, 154
171, 172 monthly point to point, 154
market bottom, 101 More Now, More Later,
market index, 151 35, 121
market meltdown, 167 More Now, More Later
market participation financial planning, 121
without the risk, 148 Morningstar, 103, 104, 124,
market risk, 62, 64, 76, 84, 139, 140, 144
108, 120, 147 mortality, 64, 99
market swings Moving Average, 92
volatility, 66 mutual fund, 47, 86, 87, 88
marking to market mutual funds, 171
mark to market, 88 NAV, 88, 89
Markowitz, Harry, 81, 84 Net Asset Value, 88
Modern Portfolio no fees or risk, 133
Theory, 81 non-correlated, 11, 79
Marrion, Jack, 134, 136 non-qualified, 71
mature bonds, 63 nuclear particles, 98
maximize cash flow, 36 nuclear physics, 97, 98
meltdown, 57, 150, 151 oil shale partnership, 132
meltdown of 2008, 57 open-ended funds, 87, 88
Merrill Lynch, 135 over-leveraged, 157
minimum guaranteed participation rates, 154, 165
return, 129 PE ratios, 109
minimum income penalties, 148
withdrawal benefit, 128 pension, 2, 4, 5, 18, 66, 70,
Modern Portfolio Theory, 71, 118, 130, 132, 141,
81, 83, 84 145
pension plans, 141
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