Mark R. Stern, CRPC ®, AWMA ®
I am now presenting Private Financial Workshops. These are one-on-one with an individual and/or their spouse (encouraged) at my office. The retirement seminar was developed by Horter Investment Management, LLC, an SEC-regulated Investment Advisory firm. While the seminar covers several important issues facing retirees and near-retirees, it keys in on one issue that is overlooked by the majority of investors, retirees, and many advisors: portfolio drawdown. Many people pay attention to the drawdown of their account as a result of withdrawals, but not the drawdown of the remaining assets due to market activity.