2 days ago6 minSequence of Returns Risk. A misunderstood concept? Sequence of Returns Risk is seen by some as a tiger waiting to pounce at the first sign of market volatility. Do they have valid concerns
Apr 510 minUsing the Guyton Klinger withdrawal guardrails for retirement income - updated for 2024The previous three articles looked at Bengen's inflation-adjusted withdrawals. We now look at Guyton-Klinger's withdrawal rate guardrails.
Apr 37 minBook review: 'The Man Who Solved the Market' by Greg Zuckerman - updated for 2024Rated 5 out of 5 stars.(1)Greg Zuckerman's book gives readers an insight into secretive quant funds and explains why this might influence how you choose to invest.
Apr 23 minIncreasing client engagement with the One-Page Financial PlanThe One-Page Financial Plan is a high-level summary of the underlying financial plan. Read how we tweaked the process to increase engagement
Mar 313 minBuffett's $1m bet with the hedge funds. What did it really teach us?In 2008, Warren Buffett wagered that the S&P 500 would outperform a basket of hedge funds over the decade. What can we learn from this?