Santa Barbara/Ventura Chapter Future Meetings
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There are no upcoming meetings for Santa Barbara/Ventura at this time
The AAII Santa Barbara/Ventura Chapter presents...
"What’s Next for the Global Economy & the U.S. Dollar: Why it Matters to Your Investment Portfolio"
Kieran Osborne, CFA
"4% vs. 7%: Can You Make the Difference in Retirement?"
John Graves, CLU, ChFC
Editor, The Retirement Journal; Author, “The 7% Solution”
Four percent has been the “distribution rule” since 1996. Are you confined to this, or are there alternatives? A well-designed portfolio of individual securities, ETFs and low-cost funds may yield you as much as a 7% distribution for your retirement. Learn how to source, investigate and manage such a portfolio for a more comfortable retirement.