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According to the Investor Economics Spring 2011 report, adviser-managed programs experienced growth of 9.
Newsletter
Increased longevity among retirement planning risks
According to TD, men born in 1931 have a 2.5% chance of reaching 100 and women 5.1%. According to Fidelity Investments, there are four others to consider: inflation, asset allocation, withdrawal rate, and health care costs. According to Fidelity, annual inflation-adjusted withdrawal rates exceeding 4-5% of the original value of the portfolio raise the risk of outliving one's investments. Kim Inglis, CIM, PFP, FCSI, AIFP is a Portfolio Manager with Canaccord Genuity Wealth Management, a...
Newspaper Article
Living longer and planning for retirement
According to TD, men born in 1931 have a 2.5% chance of reaching 100 and women 5.1%. According to Fidelity Investments, there are four others to consider: inflation, asset allocation, withdrawal rate, and health care costs. According to Fidelity, annual inflation-adjusted withdrawal rates exceeding 4-5% of the original value of the portfolio raise the risk of outliving one's investments. Kim Inglis, CIM, PFP, FCSI, AIFP is a Portfolio Manager with Canaccord Genuity Wealth Management, a...
Newspaper Article
