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Determining Sustainable Spending from an Investment Portfolio in Retirement Determining the sustainable spending rate from a diversified investment portfolio in retirement requires making decisions about longevity and market returns. The final section in this chapter provides an opportunity to integrate this discussion in order to obtain a better sense about sustainable distributions from an investment portfolio in retirement. Rather than

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What Does the GameStop Kerfuffle Mean? It’s been a pretty wild ride with GameStop. But while there has been a lot happening, does it actually mean much? We’ve examined the details of what happened elsewhere, so I’m going to focus on some of the bigger questions that this whole affair raises, and specifically how this all impacts long-term investors. So

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What Happened With GameStop? It’s a bit of an understatement to say that GameStop has been in the news lately. There are a lot of people opining about what is going on, but we want to cut through that and look at what actually happened (we look at what it all means in another article. So what actually happened, and… The

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Is the Value Premium Pining for the Fjords? There’s no magic formula for investing. The financial markets seem to take some sort of cosmic joy in bringing people back down to Earth. And it’s value investing’s turn – in fact, it’s been value investing’s turn for a while now. To put it mildly, this has been a rough decade and

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2020 – Q4 Quarterly Market Review 2020- Q2 Quarterly Market Review The post 2020 – Q4 Quarterly Market Review appeared first on Retirement Researcher. Source: Retirement Researcher 2020 – Q4 Quarterly Market Review

What Do Low Interest Rates Mean for Stock Returns? Interest rates are one of the key tools that the Federal Reserve has to manage the economy. Changing how much it costs to borrow money can slow down an economy or give a the economy a nudge. The post What Do Low Interest Rates Mean for Stock Returns? appeared first on

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A Tax on Giving – Understanding the Rules of the Gift Tax Getting taxed once is hard enough, but getting hit a second time on the same dollars? That’s enough to give even a compliant taxpayer the urge to toss crates of tea into Boston Harbor. Whether double taxation like the gift tax is morally right or not is a topic for

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I have taken the Retirement Income Style Awareness™ Profile. Is it helpful to use this with a financial professional? Here, we address whether or not you feel it would be helpful to share your personal RISA™ results with a financial professional. The post I have taken the Retirement Income Style Awareness™ Profile. Is it helpful to use this with a

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I’ve taken the Retirement Income Style Awareness™ Profile. What’s next? We were able to categorize next steps after the RISA™ into five groups. The post I’ve taken the Retirement Income Style Awareness™ Profile. What’s next? appeared first on Retirement Researcher. Source: Retirement Researcher I’ve taken the Retirement Income Style Awareness™ Profile. What’s next?

Retirement Income Style Awareness Profile (RISA™) and Its Accuracy We asked RISA™ participants if they felt the results were accurate; did the RISA™ “capture the essence of their style?” The post Retirement Income Style Awareness Profile (RISA™) and Its Accuracy appeared first on Retirement Researcher. Source: Retirement Researcher Retirement Income Style Awareness Profile (RISA™) and Its Accuracy