Newsletter 2017

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Date  Title Description
September, 2017

Expands on the analysis of how long savings can last to include owning a home versus renting along with the possibility of downsizing.

June, 2017

Analyses how spending and asset allocation interact to determine how long your money can last.

March, 2017

Explains the details of how Closed-End Funds work and how to analyze their advantages. A performance update for the Short Term Income strategy illustrates the benefits.