Research points to 4 percent as being a reasonable starting point for a withdrawal rate that can be sustained long term.
Taxes can be an insidious drag on a portfolio’s long-term investment returns.
Today’s stock market almost appears to be levitating.
Real Estate will become a distinct sector in the Global Industry Classification Standard (GICS).
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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.