Still Teaching

Trusts are said to be a tool for its grantor to control from the grave. The first things I look at every morning when I open HD are Jonathan’s quips above the “Latest Posts”, and the most recent thoughts in the “Get Educated” section. 

I sort of think of “Get Educated” as the legacy that Jonathan has granted to us; his way of continuing to guide and educate. 

One of today’s topics is Monte Carlo analysis, put another way, is your  money going to last as long as you? You can pay an advisor big bucks to do an analysis for you, or you can click on the link that Jonathan provides and get a general idea in about one minute. 

Here is Jonathan’s Get Educated thought for the day (06/22/2026):

“MONTE CARLO analysis. Suppose you wrote down all annual historical stock market returns on index cards and randomly selected 30 cards—to get a hypothetical 30-year return—and did so 10,000 times. You’d have a sense of the range of possible 30-year returns and their likelihood. To see Monte Carlo analysis in action, try playing with Fi Calc’s calculator.”