Finding Total Return in an Ultra-low Interest Rate Environment:
September 10, 2019 at 12:27 PM EDT
Your clients need to withdraw 4-5% a year, but interest rates are setting record lows. Here’s what you can do to help get them there. By: Dave Haviland, Portfolio Manager and Managing Partner, Beaumont Capital For decades most financial plans were created with withdrawal rates of 4 to 5% to meet...