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Retirees Just Got a Pay Cut

January 23, 2012
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For years most financial advisers have been recommending that their clients can take 4%/year out of their portfolios. So a retired client with $1mm could supplement other sources of income with $40k/yr out of their investments. Now many advisers are starting to rethink 4% due to […]

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Retirees Just Got a Pay Cut

January 23, 2012
|
0 Comments
|

For years most financial advisers have been recommending that their clients can take 4%/year out of their portfolios. So a retired client with $1mm could supplement other sources of income with $40k/yr out of their investments. Now many advisers are starting to rethink 4% due to […]

Read more →

Does Total Freedom Boost Returns

January 9, 2012
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Does Total Freedom Boost Returns? Interesting article in the WSJ this morning about tactical mutual funds. The author correctly points out that they are hard to evaluate because there is no “tactical” category and funds with freedom have completely different methodologies. Readers of my book “How Harvard & Yale […]

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Does Total Freedom Boost Returns

January 9, 2012
|
0 Comments
|

Does Total Freedom Boost Returns? Interesting article in the WSJ this morning about tactical mutual funds. The author correctly points out that they are hard to evaluate because there is no “tactical” category and funds with freedom have completely different methodologies. Readers of my book “How Harvard & Yale […]

Read more →
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