“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
“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:
“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 7: How Guaranteed is Guaranteed Income?
Guaranteed income from Social Security, pensions, and annuities can be the bedrock of a retirement income plan. But such guarantees are only useful if the guarantors can be trusted!
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 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 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.
I-Bonds: Get Your “Free Lunch” While It’s Hot!
October is the final month to take advantage of a 9.62% annualized rate for six months by purchasing “Series I Savings Bonds” (or “I-Bonds”) from the U.S. Treasury.
Zoom Out, It’s a Bull. Zoom In, It’s a Bear.
Measured with daily data, the S&P 500 Index (the usual stand-in for “the stock market” in the U.S.) is in its second bear market in just over two years. Measured with monthly data, the S&P 500 is still in a historic bull market that stretches back to 2009.