The Hidden Risk FIRE Investors Miss
An analysis of safe withdrawal rates for early retirees.
An analysis of safe withdrawal rates for early retirees.
An analysis of client returns and model positioning.
This post evaluates popular sophisticated products marketed to wealthy investors.
Ideas that get the most attention don’t always add value.
Sometimes it’s worth paying tax on an embedded gain to capture higher returns with a lower cost fund.
CALCULATOR DISCLOSURE: The calculator shows the difference in ending wealth between a portfolio billed the specified percentage fee relative to being billed $5,000 per year. The home page video shows the difference in cumulative fees paid. Returns are hypothetical and not an indicator of future results.