Tag

4% Rule
Unfortunately, the financial advisory industry is plagued with cookie-cutter formulas like the so called 4% rule, which is based off of statistical samples of historical returns to help create a withdrawal plan for retirees.  The problem with these types of generic solutions is that the historical returns may or may not be relevant whatsoever towards...
Read More

Recent Comments

    Archives

    [vc_separator type=’transparent’ position=’center’ color=” thickness=” up=’6′ down=’6′]

    7242 East Cortez Rd
    Scottsdale, AZ 85260
    Phone: 805-886-8140
    Fax : 949-335-9784

    [vc_separator type=’transparent’ position=’center’ color=” thickness=” up=’6′ down=’6′]