His vision for starting GWS was to deliver investment strategies and wealth management services typically available at the highest levels of wealth. Today, clients benefit from these sophisticated financial services targeted to meet their unique needs.
I had a conversation recently with John Waggoner, the personal finance columnist for USA Today where we talked about the assumptions that many people still make about retirement, such as retirees will spend less money in retirement (they don’t), they can safely withdraw 4%-5% each year for living expenses (it depends), and the need to diversify investments and save more (always a good idea.) To read the entire article, click HERE.