Investments Archives - IncomeConductor

Peak Wealth Management Interviews IncomeConductor [PODCAST]

“How would you feel if the market was down 30% and you needed to sell stocks to fund your retirement income?” We often discuss staying afloat during this hypothetical situation as a major advantage of adopting time-segmented retirement income planning. Suddenly, however, the discussion is not so hypothetical. IncomeConductor CEO Sheryl O’Connor was recently featured…

Risk Assessment Through the Lens of Rolling Returns

Historical analysis may sometimes be a dicey practice in the context of investments, but it can still be a useful tool for coming to defensible conclusions. Establishing confidence levels in your implementation choices is important when creating a time-segmented retirement income plan that may span 30 years or more. Rolling returns analysis is one way…