Adviser Fee Reality: 1% Fees will cost you $1,000,000
Unfortunately, over twenty years or so, the $1 million cost for many is no exaggeration, much of it is hidden by rising markets and lost...
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Dangerous Calculations
Many financial advisers and financial plans depend on the use of so called "Retirement Calculators" to forecast sustainable...
Are You Cannibalizing Your Assets?
If you currently receive monthly distributions from an equities portfolio or fund through an automatic withdrawal plan, chances are...
Volatility: The Enemy of Long Term Retirement Planning.
"Volatility" refers to the propensity of a stock or index's market growth rate to diverge up or down from its average growth rate over...
Sequence Risk may be a Retiree's Biggest Risk Overall.
"Sequence Risk" or "Sequence of Return Risk" applies to equity accounts burdened by fixed distributions. If Negative or even flat...
FOMO-Investing
I have spent decades working within the financial industry and have learned some extremely valuable lessons, chief of which is, Risk is...
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