Planning For Long-Lasting Retirement Income

After spending 15 years as a stock analyst evaluating healthcare REITs, senior housing and post-acute care companies, I decided to focus my blog on broader senior housing and care issues for individuals and companies, rather than recommending stocks or investment products. I intend to stick with this approach but want to make readers of my blog aware of a recently released white paper from Stifel Nicolaus’s Equity Compass Strategies funds management group. The white paper is entitled Rethinking Traditional Retirement Income and I found it to be a concise, well-written discussion of the tradeoffs between using the traditional 4% withdrawal rate for retirement planning and a 60%/40% equity to fixed income investment split for retirement savings. I have no financial relationship to the Equity Compass Strategies group at Stifel.  You can access the white paper at

http://www.equitycompass.com/pdf/Equity%20Compass%20Whitepaper_FINAL.pdf

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