Top 5 Retirement Planning Myths

An evidence-based critique of five retirement planning conventions

"You do not want an inquiring client to read this before you do."


Jeffrey L. Myers Financial Advisor New York, NY

We always knew that the Big Picture app, our eye-opening retirement planning application, would illustrate investment concepts like nothing before it. But we never imagined it would change our view of investing.


Download this free Guide to find out why:

  • The "4-percent rule" is off-base
  • A Bond/Stock portfolio is hopelessly inadequate
  • Dollar-cost averaging has not worked as intended
  • Rebalancing is less vital than you may think
  • Expenses are paramount

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