Sequence of returns risk - My Own Advisor

Weekend Reading – Focus on cashflow edition

Posted on August 28, 2021 by Mark | 13 Comments

Weekend Reading – Focus on cashflow edition Hey Friends, Welcome to my latest Weekend Reading edition. You can read my previous editions below: The climate crisis edition. More recently, the fighting inflation edition including how I intend to fight inflation…

Should you speculate with your retirement portfolio?

Posted on January 25, 2021 by Mark | 32 Comments

Should you speculate with your retirement portfolio? Should you speculate with your retirement portfolio? “…if you really can’t refrain from buying individual stocks, then set aside 10 percent of your investment portfolio for stock picking while keeping the remaining 90…

Cash Wedge and Opening the Investment Taps

Posted on November 9, 2014 by Mark | 17 Comments

Cash Wedge and Opening the Investment Taps The way I see it, most retirees will need to withdraw capital from their investment portfolios and take advantage of government programs like the Canada Pension Plan (CPP) and Old Age Security (OAS)…