“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.
“Annuities in an IRA?” on Advisor Perspectives
Annuities in an IRA?!! A common view is that this combination makes no sense, since the IRA already provides the same tax deferral benefits as
“My Dream Long-Term Care Insurance” on Advisor Perspectives
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
“There Is No Magic Investment Return Fairy!”
We’ve created a series of posts on LinkedIn exploring two fundamental postulates of stock market (or, more generally, risk asset) investing: The logic is simple:
On Retirement Income, Part 9: TIPS Q&A
TIPS investing is complicated! We answer some of your questions here.
“Cathie Wood’s Prediction at the Halfway Mark” on Advisor Perspectives
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.
On Retirement Income, Part 8: Get Real Income by Getting TIPSy
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 Social Security claiming and (B) add a long-term stream of inflation-protected income on top of Social Security, to fill a gap between promised benefits and inflexible annual spending needs.
“LifeX Funds Answer the Call” on Advisor Perspectives
Lifetime inflation-protected income (up to age 100) from a mutual fund!