Managing Volatility January 30, 2025 / September 24, 2025 In order to understand how to manage volatility, I first need to explain what a majority of the financial industry preaches about it. First, it’s based on something called Modern Portfolio Theory, which is based on some very good research. The problem is that the findings of that research are grossly misinterpreted and misapplied throughout […] Read more
Lifetime Income Stability June 27, 2023 / September 24, 2025 Retirement is a cash flow problem. In fact, anyone who has planned their retirement the traditional way, focusing on whether they have enough money, has probably learned the hard way that this approach doesn’t always work. When the stock market plummets some 35%, and the value of your nest egg drops with it, and interest […] Read more
