Monthly Musings

Monthly Musings- Sequence Risk & The Cash Wedge

 June 30, 2023 |Luke Charbonneau, CFA

When an investor transitions into retirement, the sequence of their investment returns becomes a material consideration. I discuss the benefit of the cash wedge income delivery strategy for retirees.

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Monthly Musings - Dividends: A Helpful Signal in a Noisy World

 June 02, 2023 |Luke Charbonneau, CFA

In today's world, investors are inundated with all sorts of news and information about the markets and their investment. In my blog this month, I wrote about the benefits of paying close attention to a stock's dividends and the underlying earnings.

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