How to estimate how long your assets will last in retirement and the steps you can take to take make them last longer. Photo by Morre Christophe In this episode you'll learn: Has a secular bear bond market started.How to determine a bond fund's interest rate risk.How to do a mind the gap analysis to estimate how long retirement assets will last.Why there is not a compelling benefit to adding U.S. small cap stocks to a portfolio in the current market environment. Show … [Read more...]
MNY124 Plus: Small Cap Stocks and Retirement Withdrawal Rates
This week on Money For the Rest of Us Plus we look at the characteristics of small cap stocks and how their presence in a portfolio has impacted historically safe withdrawal rates. We also look at why small cap stocks are not included in the model portfolios. … [Read more...]
