Remove Asset Allocation Remove Portfolio Management Remove Taxes
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Can You Live Off Dividends In Retirement?

Darrow Wealth Management

So historically, every $1 million invested would yield annual dividend income of $19,800 on average… before tax. If you own 10,000 shares, you receive $40,000 in dividend income (before taxes) and have a portfolio currently worth $2M. Over the last 30 years, the S&P 500’s average dividend yield was 1.98%.

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Stock Picking is Not the Same Thing as Portfolio Management

A Wealth of Common Sense

Early on in my savings journey I prioritized tax-deferred retirement accounts over all else. I like the ease and simplicity of 401k contributions coming out of my paycheck before it ever even touches my checking account. It’s easy to automate. The set-it-and-forget-it nature of a workplace retirement plan is one of my favorite features.

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The Ultimate Guide to Tax-Loss Harvesting

Harness Wealth

Tax-loss harvesting is a powerful strategy that investors can use to reduce their taxable income. This type of strategy typically involves selling underperforming investments at a loss to offset capital gains (or ordinary income) to optimize portfolio returns. Table of Contents What is tax-loss harvesting?

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The Latest Trends in Advisor Technology

Advisor Perspectives

Advisors are being asked to provide their clients with a full suite of solutions, ranging from estate and tax planning to portfolio management, and everything in between. Clients are increasingly eager to gain access to fully customizable solutions that meet their individual needs.

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Planning For Early Retirement

A Wealth of Common Sense

The Roth Man himself, Bill Sweet, joined me on the show this week to discuss questions about taxes in marriage, retirement withdrawal strategies, the tax implications of selling farmland and how to manage tax rates in early retirement.

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Warren's Wisdom

Random Roger's Retirement Planning

The more someone trades, the more they are fighting that natural inertia other than proper asset allocation targets and mitigating sequence of return risk when relevant. Maybe you trim a little for risk management but that is different than getting out completely.

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What is All Duration Investing?

Discipline Funds

Traditional portfolio management applies allocation models that account for risk per unit of return, but fail to account for the problem of time within this process. The All Duration Investing approach adds the element of time by quantifying a portfolio for returns per unit of risk across time.