Mind your behaviour
Dressed in his finest attire, Kevin Doran tells us what the 4% rule sets to achieve, why he doesn’t advocate a total-return strategy with a high allocation to equities and what ‘bucketing’ and ‘natural income’ refer to. He concludes this short video by telling us how a smart rebalancing process works.
The value of investments can go down as well as up and your client may not get back their original investment.
For professional advisers’ use only.
Not to be used by retail clients.