Assumptions and planning policy
Choose fixed or historical return and inflation assumptions
Understand the deterministic assumptions used before stochastic analysis.
When this applies
Use this to choose how annual growth and inflation enter Projection.
Where to enter it
Portfolio > Scenario Editor > Assumptions
How to enter it
- Choose Fixed rates to enter Expected growth and Inflation estimate.
- Choose Historical data to use asset-class returns and historical inflation.
- Select the shared historical end year to pin the window when newer data arrives.
How YARCalc uses it
- Historical mode uses stock, Treasury, T-bill/cash, and inflation reference series by asset class.
- Holding-level qualified dividends remain part of tax behavior.