• May 1st, 2018 | by Gregg S. Fisher, CFA, "Invest with Reason"

    What’s a Sustainable Withdrawal Rate for a Retirement Portfolio?

    When we analyze rolling 30-year periods back to 1926, we find that a 4% withdrawal rate runs a low risk of depleting a retiree’s portfolio. Inflation has a significant impact on the sustainability of a retirement portfolio. We prefer a total return over an income-oriented approach to generate cash flow from a retirement portfolio. When […]

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  • April 9th, 2018 | by Gregg S. Fisher, CFA, "Invest with Reason"

    How Investors can make the Tax Code Work for Them

    Many investors pay too little attention to investment returns on an after-tax basis. Active tax management strategies can boost post-tax returns by 1% annualized. Passive indexes are less tax-efficient than many investors realize, but active tax-loss harvesting can enhance returns of an index-tracking portfolio, and adding a multi-factor investment strategy can further add to returns. […]

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  • March 20th, 2018 | by Gregg S. Fisher, CFA, "Invest with Reason"

    Factors Meet Life Cycle Investing

    Stock portfolios with different factor tilts may be more appropriate for investors with different risk preferences. A portfolio dominated by the size and value factors may be particularly suitable for young investors. As investors age, lower-volatility portfolios, such as ones dominated by quality, may be more appropriate. In recent years, the term factor investing has […]

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  • January 31st, 2018 | by Gregg S. Fisher, CFA, "Invest with Reason"

    Where to Invest if Inflation Picks Up

    Inflation has been subdued globally since 2009, but some key measures of inflation have shown life recently. Looking back in history, commodities, gold, REITs, and emerging-market equities proved to be outperformers when inflation rates were high and during periods of unexpected jumps in inflation. While predicting inflation movements is hard, a well-diversified portfolio with an […]

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