"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.
Here's the link.
https://streamyard.com/watch/7TJR6uBd7dkK
See you at 7!
https://www.morningstar.com/retirement/retirees-dont-need-fear-lost-decade-they-need-plan
A good read for people preparing for retirement
https://www.morningstar.com/retirement/bill-bengen-inflation-is-greatest-enemy-retirees
Biggest risk going into retirement could be inflation