Capital Investment Advisors

Trump tariffs send another shockwave to markets & Money Matters re-creates the Bengen 4% withdraw study – March 4, 2018

How will the 25% tariff proposal on steel impact the US economy and markets? This episode discusses the difference between steelmakers, and steel users and looks back at the 2002 Bush Steel tariffs as guidance.

Hour 1:


Updated with 25+ years of data since the original William Bengen study, using more conservative average estimates for “future returns.”  In this new and updated data, we recognized two important inflection points that investors need to be aware of. We refer to these withdraw rate inflection points as the Buffet Zone and the Danger Zone.

Hour 2:

Previous ArticleNext Article