Call Our Office
(559) 384-2900 | Fresno
(619) 480-1413 | San Diego
Your Money
Your Life
Your Way
Article

Podcast Highlight - Misleading 8% Safe Withdrawal Rate

Responding to a recent video in popular financial culture, the Strong Valley Team and special guest explore the realities of an 8% withdrawal rate plan.

Enjoy this highlight clip from the Strong Valley Mid-Quarter Roundtable. If you have questions for the Strong Valley team, submit your question at strongvalley.com/contact.

David Lebovitz and JPMorgan Asset Management are not affiliated and separate entities from Integrated Partners. Please be sure to read all disclosures in the video description and on our website (www.strongvalley.com)

November 30, 2023
Important Disclosure: Content on our website and in our newsletters is for informational purposes only. The information provided may (or may not) directly apply to your situation. We recommend that readers work directly with a professional advisor when making decisions in the context of their specific situation.

Other content you may like

  • returns-following-interest-rate-hikes-in-the-past

    Returns Following Interest Rate Hikes in the Past

    January 25, 2022
    How has US stock and bond performance been affected by previous interest rate hikes by the Feds? January’s Student of the Market also takes a brief look at the last 3 years of stock market returns and examines diversified portfolio emotions, money market assets and important inflation considerations.
    Read this Article
  • Tax Deadline Extended

    Tax Day for Individuals is Extended to May 17th

    March 19, 2021
    The U.S. Department of the Treasury is delaying the April 15th deadline to file and pay taxes until May 17th, giving individuals and businesses another month to file and then pay the government what they owe. Should you delay or not?
    Read this Article
  • Podcast Highlight - Inflation: Soft vs Hard Landing

    November 20, 2023
    The Strong Valley Team puts David on the hot seat to talk about Inflation and how the Feds might slow and cool the economy.
    Read this Article
  • Housing Market Snapshot - Strong Valley

    Time to be a Contrarian on the Housing Market?

    December 14, 2020
    According to the National Association of Realtors, existing-home sales grew for the fourth consecutive month in September as each major region saw month-over-month and year-over-year gains.
    Read this Article
  • The link you have selected is located on another server. The linked site contains information that has been created, published, maintained, or otherwise posted by institutions or organizations independent of this organization. We do not endorse, approve, certify, or control any linked websites, their sponsors, or any of their policies, activities, products, or services. We do not assume responsibility for the accuracy, completeness, or timeliness of the information contained therein. Visitors to any linked websites should not use or rely on the information contained therein until they have consulted with an independent financial professional. Please click “Continue to Link” to leave this website and proceed to the selected site.
    phone-handset