In a her paper “Borrowing from the Future: 401(k) Plan Loans and Loan Defaults” Olivia Mitchell Wharton professor of business economics and public pol
An interesting article by advisor Roy Diliberto “Data Gathering vs. Discovery” gets to the heart of how advisors can distinguish themselves in a competitive marketplace. Obviously data gathering is 100% quantitative and provides the basic financial information we need to do our jobs.
Summer’s around the corner and for many families that means vacation time.
Have you heard of the 4% rule?  It simply states that an investor can withdraw 4% from his or her retirement nest egg every year in retirement and never run out of money despite the possibility of the next Great Depression Great Recession Tech Bubble etc.