The Best Way to Manage Sequence of Return Risk

I talked with a group of financial advisors in recent weeks about retirement planning and one of the topics that kept coming up was sequence of return risk. This is basically the idea that you if experience poor returns or a huge bear market when withdrawing your...

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The Good News about Retirement Income

A lower starting withdrawal rate doesn't guarantee you'll have to live on less. When it comes to in-retirement retirement income; and specifically the amount you can safely withdraw from your portfolio without running out; I’ve got good news and bad news. Read Full...

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October 2020 IWM Planning Alert

Election 2020: What It Could Mean For Investors For some investors, the outcome of U.S. presidential election can be a concern as it relates to stock performance. The reality is that markets have tended to power through presidential elections - with some volatility...

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