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The One Number In Your Client's Plan That Nobody Can Produce
Wealth managers are addressing the critical gap in client visibility. Burn rate and other domains create expensive failures that will cripple even the best portfolio strategy.
Jill Dillingham
Jul 132 min read
The Silent Killer: Discretionary Spending Is A Portfolio Risk
Ruin rarely comes from a bad average return—it comes from a bad order. Sequence of returns risk decides whether a wealthy household survives a rough market, but the withdrawal rate decides how much damage it can do. And the withdrawal rate is just spending: the one end of portfolio risk a household can actually control.
Jill Dillingham
Jul 37 min read
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