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…

Investments: Basic Reading 𝗟𝗼𝗻𝗴-𝘁𝗲𝗿𝗺 𝗰𝗮𝗿𝗲 𝗶𝘀 𝗰𝘂𝗿𝗿𝗲𝗻𝘁𝗹𝘆 𝘁𝗵𝗲 𝗴𝗿𝗲𝗮𝘁𝗲𝘀𝘁 𝘂𝗻𝘀𝗼𝗹𝘃𝗲𝗱 𝗽𝗿𝗼𝗯𝗹𝗲𝗺 𝗶𝗻 𝘁𝗵𝗲 𝗳𝗶𝗲𝗹𝗱 𝗼𝗳 𝗴𝗼𝗮𝗹-𝗯𝗮𝘀𝗲𝗱 𝗿𝗲𝘁𝗶𝗿𝗲𝗺𝗲𝗻𝘁 𝗽𝗹𝗮𝗻𝗻𝗶𝗻𝗴. In theory, an “idiosyncratic” risk (i.e., a risk with an outcome that is unique to each individual) should be solvable with insurance. But the likelihood of requiring long-term care (LTC) in retirement…

Investments: Basic Reading We’ve created a series of posts on LinkedIn exploring two fundamental postulates of stock market (or, more generally, risk asset) investing: The stock market is always priced for positive expected return, indeed for higher return than expected of less-risky investments. The stock market is always risky, such…

TIPS investing is complicated! We answer some of your questions here.

It's tempting to say "the image says it all." But there's a whole Advisor Perspectives article because there are more insights to be gleaned from this example.

Well, it has been a while, but our fictional friends Bob and Fred are finally getting some attention again. We're pulling their financial plan out of stasis to illustrate how we can (A) build an inflation-protected income bridge from retirement to age 70, enabling someone to maximize benefits by delaying…