Sequence of returns can play a role in your overall portfolio. A thoughtful retirement strategy helps Middle-Class Millionaires pursue their many retirement goals. That strategy must consider many factors, and here are just a few: income needs, the order of withdrawals from taxable and tax-advantaged retirement accounts, the income tax implications of those withdrawals, and … Continue reading “How Market Cycles Can Impact Retirements”
How Market Cycles Can Impact Retirements
August 6th, 2019
Tariffs and the Recent Market Movements
Anybody who reads the news knows by now that the markets took a plunge yesterday. The S&P 500 fell 2.98% and is down 5.83% over the past five days. This is a pretty modest drop for a market that was up 17% so far this year, and some analysts were surprised it wasn’t worse, given … Continue reading “Tariffs and the Recent Market Movements”
