“Long-Horizon Investing, Part 5: Real-Life Applications Pre-Retirement” on Advisor Perspectives
The final installment on Advisor Perspectives focuses on goals-based investing techniques pre-retirement.
The final installment on Advisor Perspectives focuses on goals-based investing techniques pre-retirement.
In Part 4, we get practical, demonstrating how discoveries from previous articles can be applied to a goals-based investment approach in retirement.
The “4% Rule” and “Fixed Percentage Rule” are opposites…but both involve risk, including a scary beast call “sequence-of-returns” risk.