Flexibility is Key to Any Portfolio Withdrawal Strategy

Determining safe withdrawal rates – or the rate where the percentage of a portfolio that can be withdrawn on an annual basis without sacrificing the portfolio’s ability to last for the lifetime of the investor – is difficult to do. Nobody can predict the future, so knowing exactly how long an investor’s lifetime is going to… [Continue]

Astute Financial Considerations not Dependent on Portfolio Size

Regardless of whether you’re investing $5,000 or $50 million dollars, there are four things you should always remember before going into an investment. Be aware of investment costs. Staying cognizant of the various fees attached to your investment helps you make the most of your money. When you’re working with an adviser on these investments,… [Continue]