The Wise Investor Show

On this week’s show, The Wise Investor Group discussed the pension vs. lump sum decision making process which includes: 1. Calculation of the Internal Rate of Return 2. Understanding life expectancy and survival probabilities 3. Consistency of pension vs. portfolio fluctuations 4. Lump sum investment considerations such as asset allocation and risk tolerance 5. Other planning considerations 6. Pension default Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics. To reach Matthew Anderson, call 571-203-1600. We manage investments for our clients. We'd be happy to help you plan your investment goals.