Hi there,

Our most recent commentary – titled Drawdowns and Portfolio Longevity – is now available for download.

In this piece we try explore a bit of the difference between thinking about investment returns and investor returns.

Specifically, we attack the impact of drawdowns in the early years of retirement and how they can impact portfolio longevity.  

You can check it out online or download the PDF.

We hope you enjoy. 

- Corey

P.S. If you're interested in how different investment strategies might fit into a financial plan to help bridge the gap between investment and investor returns, let's chat!

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