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Mark Williams

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run out of money risk

Defining risk, counter-intuitive thinking

Defining risk, counter-intuitive thinking

Blame it on a mid-life crisis, but I recently acquired a motorcycle much to my mother’s dismay.  I vividly recall the same response from her some 32 years ago when my Dad agreed to me getting a 2nd hand 50cc

mw@dmin February 16, 2017February 16, 2017 Investment Risk, Investment Strategies, Investor Behaviour, Market behaviour Read more

Do you have ROOM?

Do you have ROOM?

Don’t worry I am not asking for a place to stay.  The ROOM I am referring to is the acronym for Run out of Money risk (ROOM).   This is applicable to anyone who is no longer working and reliant on

mw@dmin October 30, 2014October 27, 2016 Investment Strategies Read more

What does money mean to you?

What does money mean to you?

Establishing if you have enough for retirement is a fairly simple exercise of determining how much income you need to fund your lifestyle and then calculating how much capital is required to provide for this income using an assumed rate

mw@dmin July 17, 2014October 27, 2016 Investor Behaviour, Retirement Read more

You’ve got enough

You’ve got enough

The American financial planning industry is currently running a campaign to promote retirement savings.  In typical US fashion it’s all about ‘hitting the number”, having enough capital in order to retire.   I was reminded by a new client the other

mw@dmin July 10, 2014October 27, 2016 Retirement Read more

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