Congratulations to our Founder, David Loeper
Dave is now retired, but definitely not forgotten, by his colleagues here at Wealthcare!
Dave will be honored by the Investment Management Consultants Association in May with the 2014 Stephen L. Kessler Honorable Distinction Writing Award for his article,
“The Price of Safe Withdrawal Rates”, which was originally published in IMCA's Nov./Dec. 2013 Investments and WealthMonitor.
In this article Dave challenges, as he typically does, traditional industry thinking about safe withdrawal rates for clients in retirement.
Click here to read the IMCA article (login required).
Click here to read the whitepaper.
Learn more about the Stephen L. Kessler Writing Award here.