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Mastering Money

Tune into one of the best retirement shows on the radio! Mastering Money is hosted by Certified Income Specialist™ and best selling author, Steve Jurich (pronounced Jur-itch). Steve is an experienced 20 year veteran of financial services and is licensed in securities, insurance, and real estate. He is a Certified Annuity Specialist® who reviews up to 2700 annuities on a regular basis. As a fiduciary, Steve’s clients enjoy access to the services of Fidelity Institutional, member FINRA, SIPC.
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Mar 8, 2016

Today on Mastering Money, Steve and Sinclair examine "style drift" among mutual fund managers, using research from former Morningstar analyst John Courmarianos. Courmarianos  studied 106 funds that drifted from their original style box on Morningstar, and found a mutual fund that has more than doubled the S & P 500 since 2000. In the Q & A Steve answers questions and clarifies how it is possible to average an 8.43% return over 20 years, withdrawing only 5%, and still run out of money in a traditonal equity portfolio by the 21st year. Learn how the math works.