Gregg S. Fisher

What’s A Sustainable Portfolio Withdrawal Rate?

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Research points to 4 percent as being a reasonable starting point for a withdrawal rate that can be sustained long term.

How To Make The Tax Code Work For Your Clients

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Taxes can be an insidious drag on a portfolio’s long-term investment returns.

Are Stocks Overdue For A Correction?

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Today’s stock market almost appears to be levitating.

REITs In The Spotlight

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Real Estate will become a distinct sector in the Global Industry Classification Standard (GICS).

The Trouble With Momentum—And What To Do About It

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Making money by identifying growth stocks with momentum characteristics isn’t as easy as it sounds.

Why 4% May Be A Sustainable Withdrawal Rate

by Gregg S. Fisher

For a number of periods, 4 percent was the only withdrawal rate at which none of the studied portfolios was depleted, says the founder of investment manager Gerstein Fisher.