“Long-Horizon Investing, Part 5: Real-Life Applications Pre-Retirement” on Advisor Perspectives
The final installment on Advisor Perspectives focuses on goals-based investing techniques pre-retirement.
The final installment on Advisor Perspectives focuses on goals-based investing techniques pre-retirement.
In investing, you can have safe present value OR safe future value, but not both!
Part 2 of “Long-Horizon Investing” on Advisor Perspectives takes a tour of the theoretical reasons why stocks must be risky at all horizons.
The “4% Rule” and “Fixed Percentage Rule” are opposites…but both involve risk, including a scary beast call “sequence-of-returns” risk.
A CPI-adjusted life annuity with a cash value…the stuff dreams are made of!
This article presents an in-depth compare/contrast between I-Bonds and TIPS, with basic facts and color commentary—including several surprising discoveries!
In the past 18 months, the inflation rate has jumped more than 6X, but the cost to purchase inflation-protected income with TIPS has declined ~20%! Find out how, why, and what you can potentially do to take advantage.
I-Bonds are paying a government-guaranteed rate that is higher than what is available in other types of bonds. Is this a “free lunch”? If so, how can that be?