Reviews written by TerryG@SFM

The Excel tool is very informative. The data helps to justify staying invested to out pace inflation. Keeping in a 4% or RMD only withdrawal range addresses the...

Interesting analysis of internal vs .external managment

Very good and timely. The charts were helpful in showing both trends and current reading of the economy

Great research into rolling withdrawals. This is great to communicate with clients

Definitely data driven, but math does not lie. Thus the predictive power of the data is that the economy is poised for growth with little recession risk ...

Complex subject matter and after listening, I gained a deeper understanding about so some key estate planning techniques that all should use, as well as attractive tax and gift tax...