Basic Retirement Income Formula

Below is an excellent article regarding the relationship between how your asset allocation (i.e. how much of your retirement portfolio is invested in stocks and how much is invested in bonds) is determined by your retirement need and value of your investment portfolio.

Clearly, the formula is basic and only takes into account two different asset allocation options.   We can create a customize analysis for your goals and portfolio to help determine what asset allocation is appropriate for you and re-evaluate it as your needs change.

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This presentation is not an offer or a solicitation to buy or sell securities. The information contained in this presentation has been compiled from third party sources and is believed to be reliable; however, its accuracy is not guaranteed and should not be relied upon in any way, whatsoever. This presentation may not be construed as investment advice and does not give investment recommendations. Any opinion included in this report constitutes our judgment as of the date of this report and are subject to change without notice.
Additional information, including management fees and expenses, is provided on our Form ADV Part 2, available upon request or at the SEC’s Investment Advisor Public Disclosure site. As with any investment strategy, there is potential for profit as well as the possibility of loss.  We do not guarantee any minimum level of investment performance or the success of any portfolio or investment strategy. All investments involve risk (the amount of which may vary significantly) and investment recommendations will not always be profitable. Past performance is not a guarantee of future results.

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