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A Safety First Retirement | The 4% Rule and Managing Sequence of Returns Risk with Wade Pfau

Excess Returns

CHAPTER

Impact of Starting Conditions on Portfolio Management

This chapter explores the significance of starting conditions, specifically bond yields and equity market valuations, in portfolio management. It examines how initial bond yields affect future returns and the complex relationship between market valuations and stock performance, while also discussing the impact on the sustainability of the 4% rule in retirement planning.

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