Article

Podcast Highlight - Misleading 8% Safe Withdrawal Rate

Responding to a recent video in popular financial culture, the Strong Valley Team and special guest explore the realities of an 8% withdrawal rate plan.

Enjoy this highlight clip from the Strong Valley Mid-Quarter Roundtable. If you have questions for the Strong Valley team, submit your question at strongvalley.com/contact.

David Lebovitz and JPMorgan Asset Management are not affiliated and separate entities from Integrated Partners. Please be sure to read all disclosures in the video description and on our website (www.strongvalley.com)

November 30, 2023
Important Disclosure: Content on our website and in our newsletters is for informational purposes only. The information provided may (or may not) directly apply to your situation. We recommend that readers work directly with a professional advisor when making decisions in the context of their specific situation.

Other content you may like

  • Sustainable Frenzied Growth or Value

    May 31, 2024
    The Strong Valley advisor team, Adam, Christopher, Jason and Kyle, give a recap of Mid-February to Mid-May with an in-depth discussion on the S&P 500, tech stocks and how growth affects their market success, along with a look at the market correction with drawdowns. Fed Funds Rate and Inflation are still in the news, as the team explains the effect of elections on stocks and investing, along with an update on the inverted yield. The team finishes with top client questions and their roundtable predictions of where they see things going.
    Read this Article
  • Craft a Charitable Giving Strategy, While Improving Your Bottom Line

    Craft a Giving Strategy for Your Business

    November 16, 2023
    How can you give back to your community while improving your bottom line? Regardless of your company’s size and resources, you can find a way to make a difference in your community. This article will give you a few tangible ideas to start you thinking about your own giving strategy.
    Read this Article
  • Utilizing New Technology for Our Seniors

    November 12, 2024
    New tech brings convenience, increased autonomy and investment opportunities across all age groups, and seniors are no exception. From simple gadgets to comprehensive health platforms, seniors now have access to tools that were unimaginable just a decade ago, as well as presenting opportunities for healthcare investors.
    Read this Article
  • Is Your Retirement Ship Stuck in the Suez Canal?

    Is Your Retirement-Ship Stuck in the Suez Canal?

    August 18, 2021
    Do you aspire to retirement goals that are so big you feel stuck? You might be able to relate to one of the largest container ships in the world that was stuck in the Suez Canal, costing $15 million a day in lost revenues. Here’s a basic list of must-dos for 40 and 50 year old captains to help unstick your Retirement-Ship so that you might see smoother sailing.
    Read this Article
  • The link you have selected is located on another server. The linked site contains information that has been created, published, maintained, or otherwise posted by institutions or organizations independent of this organization. We do not endorse, approve, certify, or control any linked websites, their sponsors, or any of their policies, activities, products, or services. We do not assume responsibility for the accuracy, completeness, or timeliness of the information contained therein. Visitors to any linked websites should not use or rely on the information contained therein until they have consulted with an independent financial professional. Please click “Continue to Link” to leave this website and proceed to the selected site.
    phone-handset