bwi2022

bwi2022

Factoring Health Costs in Retirement

Health costs rise with age and the level of a retiree households modified adjusted gross income. Typical costs can be either transitory or persistent. Transitory costs, such as breaking an ankle playing pickleball or the slip of the knife in…

Are Retirees’ Estimates of Retirement Risks Accurate?

A 2020 white paper by Wenliang Hou for the Center for Retirement Research at Boston College looked at the differences between how retirees perceived retirement risk issues compared to what empirical evidence shows. The five key risks evaluated were 1.)…

Investor Behavior and Portfolio Growth

Legendary college basketball coach John Wooden once said something particularly applicable to long-term investing strategy when he said, “What’s important is what you do once you know what you are doing.” Investors cannot control the market returns, but they can…