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2Q2021 IWM Market Analysis
2Q2021 IWM Market Analysis (click here)...
Long-Term Tax Planning Requires Guessing. Focus on the Near-Term.
There’s a common idea that tax planning is a very precise mathematical procedure. Some parts of it are. But there’s also a fair bit of guessing going on. For instance, with retirement tax planning, the process each year is usually to: Identify the various income...
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...
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...
4Q2020 IWM Market Analysis
4Q2020 IWM Market Analysis (click here)...
4Q2020 IWM Market & Economic Review
4Q2020 IWM Market & Economic Review Newsletter (click here)
1Q2021 IWM Investment Insights
1Q2021 IWM Investment Insights Newsletter (click here)
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...