Portfolio distributions « Atlanta Planning Guys

Posts Tagged ‘Portfolio distributions’

Dashboard Dissected: Part 4- Distributions/Contributions

Tuesday, July 6th, 2010 by Charles Mayfield, CFP®

From time to time, our clients come to us with plans to make a big recreational purchase or inheritance checks that they want to deposit into their accounts. Understanding the impact ... more »

Tags: Distribution strategy, dollar-cost-averaging, Portfolio distributions, Retirement Distributions, sustainable withdrawal ratio, sustainable withdrawals
Posted in Investments | No Comments »

Dashboard Dissected: Part 3- Asset Allocation

Monday, June 28th, 2010 by Charles Mayfield, CFP®

In keeping with the mindset that an Investment Dashboard should be a turnkey tool, providing all the relevant information pertinent to making sound decisions for a client’s portfolio, it only makes ... more »

Tags: alternative investments, Asset Allocation, Distribution strategy, Diversification, IRA distributions, Outliving your money, Portfolio distributions, Safe Retirement withdrawals, sustainable withdrawal ratio, sustainable withdrawals
Posted in Investments | No Comments »

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