September 1, 2021

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Systematic or Bucket Withdrawals From Investments?

Tom Discusses Specific Versus Structured Withdrawals Transcript: Easan Arulanantham: In the past, you talked about Systematic Withdrawals. Why do you prefer Systematic Withdrawals, over strategies like the Bucket System? The Bucket System is the idea where you break out your account or assets into three categories. You have a short term bucket, which is keeping

September 1, 2021

Market Update: August 31, 2021 August Turns Out To Be A Good Month

Transcript: Tom Vaughan: Hello, everybody, welcome to Tuesday. The S&P 500 took a small break today from setting new records. It was down .13%, and it really was a great August altogether. A little over 3% rate of return on the S&P for August; which is pretty good for what is usually a slow month.

September 1, 2021