This article represents opinions of the author and not those of his firm and are subject to change from time to time and do not constitute a recommendation to purchase and sale any security nor to engage in any particular investment strategy. The
Retirees can gain some peace of mind by maintaining a near-term liquidity 'bucket,' reassessing their withdrawal rate, and stress-testing their equity holdings.
Sue Stevens of Stevens Wealth Management describes the role of fixed-income, developing-markets exposure, flexible withdrawal rates, and SocialSecurity in today's retirement portfolios.