David Blanchett: Sustainable Withdrawal Rate - A UK Perspective

In this video, David Blanchett's PhD, CFA, CFP looks at how the now famous 4% rule developed.

So, now we all know the initial safe withdrawal rate for sustainable income. Right?


David also shows us the huge variation in average annual returns between 1900-2016 from a 60/40, stock/bond portfolio across multiple countries.

When we take a UK perspective - in fact a global perspective - David shows how the traditional 4% rule just doesn’t cut it.


Missed the previous part of Blanchett’s series?  Don't worry, we've got it covered. Click right here to view it now.