Tag: advisor

WHY THE 4 PERCENT WITHDRAWAL RULE DOESN’T APPLY TO MOST PEOPLE

I recently read “5 Ways to Cheat the 4 Percent Withdrawal Rule” and felt the need to pass it along and to add my perspective. Like all articles dealing with how much money to “safely” withdraw from your portfolio during retirement is the assumption that one actually has money to withdraw from their portfolio. Since […]

INTERVIEW WITH MEIR STATMAN: “WHAT INVESTORS REALLY WANT”

I recently had the opportunity to interview Professor Meir Statman and discuss his new book entitled What Investors Really Want. In the book he wants the reader to learn the lessons of behavioral finance and discover what drives investor behavior so they can make smarter decisions. I was going to feature the audio of the interview but […]

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