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Retirement Security? The Name of the Investment Game is Controlling Risk

Created on Monday, 07 November 2011. Posted in main/blog

... would provide an inflation adjusted stream of income for 30 years, the combination of a severe downturn in the market plus the periodic withdrawals may reduce the life of the portfolio by 5 years. How ...

Cash is not King!

Created on Friday, 01 July 2011. Posted in main/blog

... reasonable. Today we have the same paltry yield but it is accompanied by an inflation rate around 3%. This leaves the investor in cash equivalents with a guaranteed loss of 2.9% per annum. This is known ...

Rule of Thumb

Created on Thursday, 05 May 2011. Posted in main/blog

... in earnings). Do you withdraw $4,000 in year 2 or can you withdraw $4,120 ($103,000 times 4%). What if inflation was 5% for the year? The amount withdrawn $4,120 will not have kept up with inflation. What ...

Inflation Friend or Foe

Created on Tuesday, 12 April 2011. Posted in main/blog

If you have been hoping to see higher interest rates on CDs and savings accounts you favor inflation. Interest is the cost of money and the first thing a lender wants covered is inflation followed by ...

Financial Planning for Chronic Disease: Parkinson’s Disease

Created on Friday, 25 February 2011. Posted in main/blog

... client due to unknown factors – life expectancy, inflation, rates of return, etc. Layer on a chronic disease and the challenge becomes even greater due to the difficulty in anticipating the progression ...