Defined Benefit Combo Cash Balance Compliance Consultant Loren D. Stark Company (LDSCO)
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Bates & Company, Inc.
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Loan & Distribution Specialist AimPoint Pension
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Regional Vice President of Sales The Retirement Plan Company
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AimPoint Pension
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Compass
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Managing Risk to Create Retirement Income
ThinkAdvisor Nov. 7, 2014
"Volatility forces clients' hands when they react to market drops by jumping into cash and missing the rebound.... [In] addition to losses incurred in the drop, missing that rebound reduces returns by another 2%.... [T]he oft-touted 4% rule works when the client has a large allocation to bonds, but by changing the risk management technique used on the portfolio, an advisor can 'dramatically improve' upon the 4% rule."
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