Investors want 'peace of mind' from financial advisors. But what is that?
Yahoo Finance·2026-01-08 20:13

For some investors, that could mean presenting them with, say, a comparison of retirement withdrawals that use dynamic methods tied to the stock and bond performance in a particular timespan to the standard system of taking out 4% of the account each year. For others, that points to measures of time or tax savings or progress toward goals. In general, people may gravitate toward one or the other at various junctures or to many of them at once.There is a basic concern that advisors and wealth management firm ...