Inkwell’s primary focus is on achieving satisfactory investment results for its clients. While we are busy with that, though, we want to engage you in the process by telling you our thoughts as we go about our business. We believe that the more you understand our investment philosophy and our way of thinking, the more comfortable you will be with our investment decisions.
Each quarter we write a letter to our clients which contains our reading of the current market climate and our thoughts on how best to navigate it. We also write occasional memos on topics that catch our eye or that we think might be interesting to our clients.
Below is a collection of these publications.
How much can a retiree safely withdraw from their portfolio and still expect that portfolio to go the distance?
Read MoreCredit scores can be a mysterious part of the American financial system. Let us take you on a behind-the-scenes tour.
Read MoreIRAs and 401(k)s are great in that they are doubly tax-advantaged. Health Savings Accounts, or “healthcare IRAs,” are triple tax-advantaged.
Read MoreThe amount you receive in Social Security benefits depends on several factors. Here is a map to help you navigate the way.
Read MoreThere are several different ways that taking a loan from your retirement account can come back to bite you.
Read MoreHow can you make sure that your money lives longer than you do?
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