Sequence of Returns Risk: Considerations for New Retirees

Research has shown that the timing of one’s retirement can be important – especially as it relates to investment returns in the early years of retirement. Someone who retired just prior to the “Great Recession” could have experienced significantly larger portfolio “drawdowns” than someone who retired during a period of economic expansion and higher investment returns.

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Tech Tip: Linking Your Brokerage Account to Your Bank Account

We are often asked by clients if there is a way to link their TD Ameritrade or Charles Schwab brokerage accounts to their checking accounts so that they can transfer money back and forth between those accounts. While there are a number of ways to accomplish this task, the easiest is to logon to your TD or Schwab account and make this connection yourself.

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Donor Advised Fund Comparison

In our article, Charitable Gifting Using Donor Advised Funds, we provided some insight into donor advised funds and listed some of the many benefits that the charitably-minded could garner from using donor advised funds as a component of their charitable gifting strategy.  As a follow up to that article, we wanted to provide some information that could be helpful when vetting custodians who offer donor advised funds.

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