
“Long-Horizon Investing, Part 1: A Ton of Feathers” on Advisor Perspectives
I’m excited to announce the publication on Advisor Perspectives of the first article in a five-part series entitled “Long-Horizon Investing”!
I’m excited to announce the publication on Advisor Perspectives of the first article in a five-part series entitled “Long-Horizon Investing”!
One of the most significant facets of “goals-based investing” is matching inflexible spending needs with secure income sources, most notably Social Security.
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.
Let’s dig further into the facts and foibles of the 4% rule, as a launchpad for a broader discussion about retirement income.
SPACs, Memes, NFTs… The investing world had no shortage of “hot dot” investments that grew rather startlingly less hot in 2022. See our thoughts on “hot dot” (or not) investing.
Bond markets are down a record amount in 2022. What happened, and is there any good news?
We published earlier articles noting (1) the current bear market didn’t exist in monthly data and (2) the current yield curve inversion didn’t exist in TIPS data. Neither of those observations is still true.
Treasury Inflation-Protected Securities (TIPS) can be used to build inflation-protected income to cover annual spending needs in retirement. Find out how Round Table builds TIPS portfolios for retirement income in this article.
The current, much-ballyhooed yield curve inversion is driven entirely by the term structure of inflation expectations!
When a bear market is in full swing, it’s only natural for investors to wonder, “What should I do now?” We believe the evidence supports strategic thinking and sticking to your financial plan, rather than attempting to tactically respond to market events.