Retiring the 4% Rule

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

Share |

Related Content

Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.

A Bucket Plan to Go with Your Bucket List

Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Latest Blog Post

Out of pain comes a few attractive opportunities

September 29, 2022

After a brief Summer rally, stocks resumed their declines in September. In this note, we examine inflation, the Fed, and a few sectors that have recently become more attractive than they have been in years.

By any measure, a tough one

July 05, 2022

The first half of 2022 offered investors few bright spots, and few places to hide from declining markets. Stocks and bonds declined, both foreign and domestic. But for asset accumulators, this might be a gift.

Timing the Market, or Time IN the Market?

June 23, 2022

We are wired to "protect what's ours", not to think long term. But what if we missed just the 10 best days in the market each decade? That seemingly insignificant amount of time can be incredibly damaging to our long term prosperity.

Office:	(404) 343-2026
Fax:	866-923-4249