Prime Portfolio Planning's commitment to expertise, excellence, and a client-centered approach sets a high standard in the financial planning industry. Keith Galicia and his team invite successful ...

How Much Can Clients Spend in Retirement? The retirement landscape has changed dramatically over the past several decades. Affluent retirees are living longer, and traditional pensions have declined ...

As we enter the last quarter of 2023, there are a number of year-end planning topics to discuss with your clients. Portfolio planning, a priority for most clients, is an area that not only deals with ...

As retirement research has evolved, so too have ideas about what constitutes an optimal retirement strategy. In fact, in a recent paper, researchers Patrick Collins and Francois Gadenne note that the ...

Note: This article was originally published on Dec. 11, 2017. Some errors in retirement-portfolio planning fall into the category of minor infractions rather than major missteps. Did you downplay ...

A common question clients ask their advisers is, “How long will my investment portfolio last during retirement?” The answer, of course, depends on a number of variables: withdrawal rate, annual cost ...

If diversification is the only free lunch on Wall Street, then fund manager Michael Cuggino is offering retirement investors a buffet. Of course, the $2.8 billion Permanent Portfolio tends to ...

Most people think that financial planning and portfolio management are the same thing. There is certainly some overlap but understanding the distinction between them is very important as you decide ...

Please provide your email address to receive an email when new articles are posted on . As we approach the year end, many investors, including physicians, will review their portfolios and assess the ...