Category: Markets and Investments
Demographics Series No. 1
In this first of our three-part series, The Winds of Demographic Change, we examine the investment implications of declining fertility rates, aging population and increasing life expectancy in the United States.
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The Value of Life Insurance in Retirement
Whether someone should keep his or her current life insurance coverage during retirement will depend upon his or her unique personal circumstance.
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Declining Number of Public Companies
Investment professionals will play a crucial role in educating clients to the changing face of the public markets and the need for a responsive portfolio strategy.
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Safe Withdrawal Rate for Early Retirees
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!
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