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Will My Portfolio Last Through Retirement?

Will My Portfolio Last Through Retirement?

Is the 4 Percent Rule Still Relevant? You may have heard the rule of thumb describing that it’s “safe” to withdraw a certain percentage of your investments each year in retirement. While “rules of thumb” can be guides in decision-making, they should NOT be driving...
The Pattern of Returns: How They Might Affect You

The Pattern of Returns: How They Might Affect You

Up one day and down the next. The market is constantly moving and focusing on these daily fluctuations can raise many questions in your mind. Will your portfolio help you meet your long-term goals amid the market ups and downs? What if you are taking withdrawals from...
Bonds: Relevant or Not?

Bonds: Relevant or Not?

Does it still make sense? With Treasury yields firmly hovering near 2020’s all-time lows, the looming threat of inflation, and a Federal Reserve that recently began its long march toward policy normalization, investors may be wondering whether investing in bonds is...