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Jim Williams: Water Cooler Talk

Stories of miracle investment recoveries can create unrealistic expectations. Context and perspective are important in both investments and hip surgery recovery to temper day-to-day fluctuations and focus on long-term goals.

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Withdrawal Strategies (without numbers)

First Quarter 2022|Jim Williams| Decision architecture on withdrawal strategies for funding retirement from investment portfolios; how much, how to decide is written about extensively. Most of this writing is rich in calculations, charts, graphs and other numerical presentation. I think many readers find that kind of source material off-putting and lose sight of the forest by being surrounded by trees. This essay will seek to explain a variety of withdrawal frameworks with a minimum of recourse to numbers.

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Crossing the Chasm

Fourth Quarter 2021|Jim Williams| Over the years, and much more recently, I've had a lot of conversations with folks about the transition from accumulation to decumulation, from work to retirement. These conversations have ranged from coaching and counseling on very simple and straightforward issues to extremely complex ones; from formal and professional to informal and casual.

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