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What to do with I-Bonds? Hold 'em? Fold em?

I-Bond Rates are Down…What Now? We (and Kenny Rogers) Have Some Ideas

The headline rate on I-Bonds has fallen below T-Bills, CDs, etc. Round Table presents a Kenny Rogers-inspired framework for considering your I-Bond options now.
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On Retirement Income: Goals-Based Investing Starts with Goals

On Retirement Income, Part 5: Goals-Based Investing Starts with Goals

At Round Table, we practice “true goals-based investing.” Our process starts with understanding our clients’ goals, needs, fears, and broader financial picture.
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On Retirement Income, Part 4: Stock/Bond Portfolios and Sequence-of-Returns Risk

The "4% Rule" and "Fixed Percentage Rule" are opposites...but both involve risk, including a scary beast call "sequence-of-returns" risk.
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On Retirement Income, Part 3: From Mindless Inconsistency to Mindless Consistency

As "Bob and Fred's Excellent Adventure" resumes, they hop in a time machine to try a completely opposite retirement income strategy. Does it wok better?
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On Retirement Income, Part 2: The 4% Rule Launches a Bigger Discussion

Let's dig further into the facts and foibles of the 4% rule, as a launchpad for a broader discussion about retirement income.
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On Retirement Income, 4% Rule

On Retirement Income, Part 1: A 4% Rule Fable

Twin brothers, same age, same assets, same everything...but one has a "safe withdrawal rate" 34% larger than the other?! Find out how that (could have) happened as Round Table's latest article kicks off our series on retirement income.
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I-Bond Rates are Down…What Now? We (and Kenny Rogers) Have Some Ideas

I-Bond Rates are Down…What Now? We (and Kenny Rogers) Have Some Ideas

The headline rate on I-Bonds has fallen below T-Bills, CDs, etc. Round Table presents a Kenny Rogers-inspired framework for considering your I-Bond options now.
On Retirement Income, Part 5: Goals-Based Investing Starts with Goals

On Retirement Income, Part 5: Goals-Based Investing Starts with Goals

At Round Table, we practice “true goals-based investing.” Our process starts with understanding our clients’ goals, needs, fears, and broader financial picture.
On Retirement Income, Part 4: Stock/Bond Portfolios and Sequence-of-Returns Risk

On Retirement Income, Part 4: Stock/Bond Portfolios and Sequence-of-Returns Risk

The "4% Rule" and "Fixed Percentage Rule" are opposites...but both involve risk, including a scary beast call "sequence-of-returns" risk.
On Retirement Income, Part 3: From Mindless Inconsistency to Mindless Consistency

On Retirement Income, Part 3: From Mindless Inconsistency to Mindless Consistency

As "Bob and Fred's Excellent Adventure" resumes, they hop in a time machine to try a completely opposite retirement income strategy. Does it wok better?
On Retirement Income, Part 2: The 4% Rule Launches a Bigger Discussion

On Retirement Income, Part 2: The 4% Rule Launches a Bigger Discussion

Let's dig further into the facts and foibles of the 4% rule, as a launchpad for a broader discussion about retirement income.
On Retirement Income, Part 1: A 4% Rule Fable

On Retirement Income, Part 1: A 4% Rule Fable

Twin brothers, same age, same assets, same everything...but one has a "safe withdrawal rate" 34% larger than the other?! Find out how that (could have) happened as Round Table's latest article kicks off our series on retirement income.

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