Tag: Retirement (Page 2 of 3)
A blog post exploring how realistic the assumptions for planning to retire are and addressing their shortfalls with tactical asset allocation.
Retirees generally have very low risk portfolio focused on income. Tactical solutions can maintain the low risk profile while increasing portfolio income.
The sequence of market returns can have a dramatic impact on investor outcomes. This is especially true in a retirement portfolio.
Retirement planning often dwells on long term average returns, but actual investor experience can depend greatly on luck and the distribution of returns.
Impact of High Equity Valuations on Safe Retirement Withdrawal Rates
By Justin Sibears
On August 14, 2017