by Nate Byers | Feb 11, 2022 | Portfolio Management, Uncategorized
Drawdowns are public enemy #1 for retirement portfolios. What are drawdowns? It’s the amount an account falls from it’s previous high point. Year 1 = 20% investment loss.Year 2 =25% investment loss. Example 1: Drawdowns are magnified when investment losses are coupled...
by Nate Byers | May 28, 2021 | Calculators, Uncategorized
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by Nate Byers | May 28, 2021 | Calculators, Uncategorized
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by Nate Byers | Feb 11, 2021 | Portfolio Management, Uncategorized
Taxes eat your portfolio. The tax I’m talking about has nothing to do with your income. The IRS doesn’t take it. We’re talking about volatility tax. Volatility tax is not common knowledge. Volatility tax only shows up through portfolio drawdowns. The worst part of...
