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...
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...
In a global economy, hosting international investments in your retirement and other investing portfolios is paramount. It may be something you hear financial professionals communicate. Why is this international exposure important? What benefits do international...
If you have an investment portfolio or are considering improving your retirement strategy, we’re sure you’ve heard the word: diversify. Diversification is an important aspect of any investment management program or retirement plan. Choosing where to allocate funds to...
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...
