by Yagel | May 31, 2023 | Featured Articles, Income, Market Insight
When it comes to retirement planning or income planning, many Americans subscribe to one of two approaches. The first suggests that you take around 4% from your stock/bond portfolio each year as income. The second suggests that you place a significant portion of your...
by Yagel | May 24, 2023 | Featured Articles, Income, Market Insight
Traditionally, retirement planning revolves around a stock/bond portfolio that is focused on growth, suggesting you take around 4% as income each year. Other traditional strategies include funding a dividend portfolio or funding and annuitizing a fixed or fixed income...
by Yagel | Apr 13, 2023 | Market Insight
Market performance regularly runs a gamut of annual dips and flat cycles to corrections and crashes. Investors who know the patterns can set reasonable expectations.After a few great years of positive returns, it can be easy to forget the reality that markets don’t...
