A Holiday Fairy Tale of Two Fund Managers, by Father Grouse
A friendly reminder that IRR ≠ CAGR and that volatility laundering is real
On Retirement Income, Part 10: Flexible Spending, Can You DIG It!
Here's how Round Table charts a middle course between the 4% Rule and the Fixed Percentage Rule.
“Rising Rates Are Good for You, Part 2” on Advisor Perspectives
Rising interest rates are good for most investors! Here's why.
“Rising Rates Are Good for You, Part 1” on Advisor Perspectives
Falling interest rates are not truly a "tailwind" for bond investors. In fact, for most bond investors, rising rates are a good thing!
“A Dividend Is Not a Gain (or a Loss)” on Advisor Perspectives
A dividend is not a gain! Nor is the offsetting decline in stock price a loss. Find out here what a dividend really is, and why it matters.
“The Stock Market Knows There is an Election” on LinkedIn
Round Table Chief Investment Officer Nathan Dutzmann coauthored an article explaining why we don’t treat (or recommend treating) U.S. elections as a market-timing signal, regardless of outcome. Here’s a teaser/takeaway: “[The stock market] is currently and has always been aware
A Holiday Fairy Tale of Two Fund Managers, by Father Grouse
A friendly reminder that IRR ≠ CAGR and that volatility laundering is real
On Retirement Income, Part 10: Flexible Spending, Can You DIG It!
Here's how Round Table charts a middle course between the 4% Rule and the Fixed Percentage Rule.
"Rising Rates Are Good for You, Part 2" on Advisor Perspectives
Rising interest rates are good for most investors! Here's why.
"Rising Rates Are Good for You, Part 1" on Advisor Perspectives
Falling interest rates are not truly a "tailwind" for bond investors. In fact, for most bond investors, rising rates are a good thing!
"A Dividend Is Not a Gain (or a Loss)" on Advisor Perspectives
A dividend is not a gain! Nor is the offsetting decline in stock price a loss. Find out here what a dividend really is, and why it matters.
"The Stock Market Knows There is an Election" on LinkedIn
Investments: Basic Reading Round Table Chief Investment Officer Nathan Dutzmann coauthored an article explaining why we don’t treat (or recommend treating) U.S. elections as a market-timing signal, regardless of outcome.Here’s a teaser/takeaway:“[The stock market] is currently and has always been aware that an election is today. And while it doesn’t…