The Motley Fool Discussion Boards

Previous Page

Investing/Strategies / Retirement Investing

URL:  http://boards.fool.com/but-even-if-you-can-get-1-more-return-after-30714698.aspx

Subject:  Re: Talk me out of a Financial Advisor Date:  6/2/2013  5:19 PM
Author:  MurrayS Number:  72378 of 75335

But even if you can get 1% more return (after fees) at lower volatility, that doesn't mean you can bump your SWR from 4% to 5%.

I never suggested it would, I was merely trying to counter the statement that a 1% fee lowers the SWR without taking into account any other factors as was suggested here.

That 1% fee comes out no matter what. If comes out in years when you get 20% return, and it comes out in years when you get 50% loss.

Ideally, the likelihood of that 50% loss would be less, but you make a good point.

-murray
Copyright 1996-2014 trademark and the "Fool" logo is a trademark of The Motley Fool, Inc. Contact Us