Article in Taxes & Wealth Management

The Miller Thompson / Reuters monthly Taxes and Wealth Management newsletter carried an article we authored on the relationship between portfolio volatility and retirement planning.  This is a fairly regular topic on GestaltU and in discussions with clients because it’s critical to success but not well understood.  We are pleased to have been selected for publication, and hope that readers found value in our contribution.

Our article begins on page 14, but there’s lots of meaty material in there.

Taxes And Wealth Management May 2014