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Jan 28, 2022

Volatility levels have been moving higher, even as indices hit new highs.  Many investors are positioning for a further upside.  I don’t know about you, but it seems to me that they’re planning for the good times to keep rolling.  But there’s no guarantee things won’t eventually reverse, right?  How are you positioning market-investments in portfolio plans?

The so-called “4% Rule” for annual retirement withdrawals has been around since the mid-1990s.  But Morningstar’s Christine Benz believes that number has been misunderstood. With inflation rearing its ugly head, Benz now feels the safe withdrawal rate should be 3.3%.  Should retirees who are taking out more panic?