- What is the investment objective, and what is the time horizon for achieving it?
- What is the risk tolerance of the trust or family office?
- What is the desired return, and what is the asset allocation required to achieve it?
- What are the investment restrictions, such as asset class limitations, ethical constraints, or legal restrictions?
- What is the process for selecting and monitoring investment managers?
- How often will the investment portfolio be reviewed and evaluated?
- What is the process for making changes to the investment strategy?
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Understanding the Guyton-Klinger Guardrails Method: A Superior Strategy for Retirement Income Management
When it comes to managing retirement income, the Guyton-Klinger guardrails method stands out as a robust strategy, offering a dynamic approach to withdrawals that adjusts based on market performance. Unlike static withdrawal strategies, such as the 4% rule, the Guyton-Klinger method provides a flexible framework that helps retirees adapt their
July 3, 2022
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