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Q4 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)
DISCLOSURES: Investment advice offered through Integrated Partners, doing business as Strong Valley Wealth & Pension, a registered investment advisor. Registration with the SEC does not imply a certain level of skill or training. Strong Valley is a dba used when offering securities and/or advisory services. Securities are offered through M.S. Howells & Co. a registered broker/dealer and Member FINRA/SIPC. M.S. Howells & Co. is not affiliated with Integrated Partners or Strong Valley. None of the entities listed provide legal or tax advice. Please be sure to read all disclosures in the video description and on our website (www.strongvalley.com)
This material contains an assessment of the market and economic environment at a specific point in time and is not intended to be a forecast of future events, or a guarantee of future results. All investments involve risk, including loss of principal. Forward-looking statements are subject to certain risks and uncertainties. Actual results, performance, or achievements may differ materially from those expressed or implied. Information is based on data gathered from what we believe are reliable sources. The Standard & Poor's (S&P) 500 Index tracks the performance of 500 widely held, large-capitalization U.S. stocks. The NASDAQ Composite Index is a market capitalization price-only index that tracks the performance of domestic common stocks traded on the regular NASDAQ market as well as National Market System-traded foreign common stocks and American Depository Receipts. The Bloomberg Barclays U.S. Aggregate Bond Index is a broad-based fixed-income index used by bond traders and the managers of mutual funds and exchange-traded funds (ETFs) as a benchmark to measure their relative performance Gold represents the afternoon gold price as reported by the London Bullion Market Association. The gold price is set twice daily by the London Gold Fixing Company at 10:30 and 15:00 and is expressed in U.S. dollars per fine troy ounce. Bonds are subject to increased loss of principal during periods of rising interest rates. Bond investments are subject to various other risks, including changes in credit quality, liquidity, prepayments, and other factors. Investments in commodities may have greater volatility than investments in traditional securities, particularly if the instruments involve leverage.
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