by Marvin Bales | Jul 22, 2019 | General, Investing, Retirement
A look at how variable rates of return do (and do not) impact investors over time. What exactly is the “sequence of returns”? The phrase simply describes the yearly variation in an investment portfolio’s rate of return. Across 20 or 30 years of saving and investing...
by Marvin Bales | Apr 22, 2019 | General, Investing, Retirement
As you approach retirement, it may be time to pay more attention to investment risk. If you are an experienced investor, you have probably fine-tuned your portfolio through the years in response to market cycles or in pursuit of a better return. As you approach or...
by Marvin Bales | Mar 20, 2019 | General, Investing, Retirement
Why seniors choose them, and what prospective annuity holders should consider. Imagine an income stream you cannot outlive. That sums up the appeal of an annuity. If you are interested in steady retirement income (and the potential to defer taxes), you might want to...
