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!
At Round Table, we practice “true goals-based investing.” Our process starts with understanding our clients’ goals, needs, fears, and broader financial picture.
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?
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.