Tracking and modeling the performance of social media marketing is a rapidly growing industry. Valued at $620.3 million in 2014, this industry is expected to be worth $2.73 billion by 2019¹ as corporations and advertisers put more resources behind social media marketing strategies. For financial professionals, the key variables that determine the return – and therefore success […]
In March 2015, WealthVest conducted two large surveys to better understand how pre-retirees, and retirees, feel about retirement. Below are two questions taken from these surveys.
We asked 1,340 Americans, age 45 and and over, the following question:
What amount of your retirement investments are you comfortable losing?
0% – 54.78%
5% – 20.60%
10% – 16.34%
15% – 3.88%
20% – […]
What is the 4% rule?
The 4% rule gained popularity in 1994, when financial adviser and MIT graduate William Bengen attempted to answer a question brought to him by a number of clients: “How much can I spend in retirement without running out of money?”1.
Bengen looked at U.S. historical data going back to 1926 in order to answer […]