Author: Kenneth Aulbach
Posted by Kenneth Aulbach | Jul 26, 2018
To successfully convert transaction-based accounts to fee-based accounts requires a belief on the part of the investment professional that a conversion benefits their clients. Without that belief, no financial advisor can or should convert their book of business.
Posted by Kenneth Aulbach | Mar 6, 2018
In a recent paper, “Safe Withdrawal Rates: A Guide for Early Retirees,” its author confirmed the conclusion that a 4 percent withdrawal rate from a 50/50 portfolio had a success probability of 95 percent after 30 years. Want to know more? Read this post!Read More
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- The Most Important Determinant of Portfolio Returns posted on November 16, 2016