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Published Articles and Research

Small-cap Withdrawal Magic. | Financial Advisor. | September 1, 2016.

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Fixing a Broken Retirement Withdrawal Plan. | Financial Advisor. | December 1, 2017.

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How Much is Enough?  | Financial Advisor. | May 1, 2012.

Is 4.5% Still Safe? | Financial Advisor.
| June 1, 2016.

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Determining Withdrawal Rates Using Historical Data. | Journal of Financial Planning. | October 1994. 
(Requires a free account, or view the PDF here.)

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Asset Allocation for a Lifetime. | Journal of Financial Planning| August 1996. 

(Requires a free account, or view the PDF here.)

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Conserving Client Portfolios During Retirement, Part III. | Journal of Financial Planning. | December 1997.
(Requires a free account, or view the PDF here.)

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Conserving Client Portfolios During Retirement, Part IV. | Journal of Financial Planning. | May 2001. 
(Requires a free account, or view the PDF here.)

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