At the end of every quarter, we take stock and provide key updates on the economy and markets and what to look for next.
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(~4 min) Retirement doesn’t have to be withdrawal from work. Retirement today is empowerment. It can be a transition where you change how you engage.
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Many people unknowingly miss out on a big benefit of charitable giving – tax savings – by not having a giving strategy.
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(~5 min) Probability of success/failure is a meaningless measure that tells you nothing. Solve instead for your Retirement Spending Capacity.
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(~6 min) Overly conservative retirement income plans lead to retirees sacrificing their quality of life and losing more wealth to Uncle Sam.
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TAKEAWAYS:
- The 60/40 portfolio has long been considered the "goldilocks" portfolio.
- Converging correlations between stocks and bonds
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TAKEAWAYS:
- Federal marginal tax rates are set to increase in 2026, providing taxpayers with a small window of opportunity to maximize
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TAKEAWAYS:
- Despite being a powerful lever to drive retirement success, many retirees don’t have a well-thought-out tax plan.
- A lack
(~5 min) Maximizing the after-tax value of your savings requires taking money from the right places and executing strategies at the right time.
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(~6 min) While there is no silver bullet to protect retirees from all risks, integrating liquidity into your retirement income plan can have a material impact.
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(READ TIME: ~7 MIN)
TAKEAWAYS:
- There are five valuable reasons to begin formal retirement planning well before retiring.
- How you feel about these five
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TAKEAWAYS:
- There's no one "safe" portfolio withdrawal rate in a realistic retirement income plan despite the often cited "4% Rule."