Avoid Running Out Of Money In Retirement


  • The truth about how long most people's retirement lasts

  • The "big 3" changes that most portfolios don't account for

  • Simple changes to maximize returns you can make today


The “Lost Decade?” Really?

Buying and holding a globally diversified portfolio of low management fee stock and bond index funds in a suitable asset allocation has served investors well for the past 83 years, including the past decade. Depending on the amount of exposure to stocks, those who followed this strategy had annualized returns ranging from 4.5 percent to 9.2 percent for the misnamed “lost decade.” The decade was “lost” only to those who had 100 percent of their assets invested in the S&P index. If you were one of these investors, you should “lose” your broker or advisor.

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