How to optimize portfolio returns

What's the difference between a safe withdrawal rate and an optimal withdrawal rate?

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Douglas Goldstein,

Stock market
Stock market
Reuters

After years of accumulating savings and optimizing your portfolio returns, how do you safely withdraw money during retirement?

Doug Goldstein, CFP, director of Profile Investment Services Ltd., and Bob French, the director of Investment Analytics at McLean Asset Management, discuss how to optimize portfolio returns. They discuss strategies to withdraw funds in a way that grows a portfolio, not deplete it.

The most important thing to know when moving your money from America to Israel: Doug has a list of tips for American expats (olim) who want to move their U.S. dollars abroad.

He explains why it may be difficult to move money, and tells listeners how to avoid the delays and frustrations many international investors face.



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