The Wise Investor Show

On this week’s show, The Wise Investor Group discussed the Lump Sum vs. Monthly Pension decision. They also analyzed IRR in relation to life expectancy probabilities, investment risk, the 4% rule and the worst 20 year return for a balanced 50/50 portfolio (5%). Additionally, they touched on the GATT Rate that is used as the discount rate in calculating lump sum balances for pensions and how the rate is at historical lows resulting in large lump sum balances and low lump sum pensions. To reach Matt Anderson, call 571-203-1600. We manage investments for our clients. We'd be happy to help you plan your investment goals.