
“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”!
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.
The “4% Rule” and “Fixed Percentage Rule” are opposites…but both involve risk, including a scary beast call “sequence-of-returns” risk.
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?
Let’s dig further into the facts and foibles of the 4% rule, as a launchpad for a broader discussion about retirement income.
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.
Bond markets are down a record amount in 2022. What happened, and is there any good news?
This article presents an in-depth compare/contrast between I-Bonds and TIPS, with basic facts and color commentary—including several surprising discoveries!
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!