"Here is an example regarding Wellington.
My wife left her COJ and retired in Oct, 2014. She rolled her 401 K into Wellington. Beginning balance was $495,000. It is 100% in Wellington, dividends and gains reinvested and she has made no withdrawals from it. Last week when the market set a new record high, her account crossed the $1 M threshold and closed at $1,011,000. "
Ed McQuarrie talks the REAL History of Stocks and Bond performance.
Heading to Maine early tomorrow morning for some fun in the sun! :)
In the meantime, read this piece by Andrew Biggs.
See you next week!
andrew biggs @biggsag writes...you read. This is not negotiable
https://littleknownfacts.substack.com/p/the-two-charts-any-social-security
We'll review various 25 year time frames under the "harvest your gains retirement plan"
Here's the link! https://vimeo.com/event/6194932