“A Proposal to Save Private Credit (Sort Of)” on Advisor Perspectives
Private credit semi-liquid/interval funds have come under intense pressure. Here are some suggestions to prevent this from happening next time.
On Retirement Income, Part 10: Flexible Spending, Can You DIG It!
Here’s how Round Table charts a middle course between the 4% Rule and the Fixed Percentage Rule.
“Rising Rates Are Good for You, Part 2” on Advisor Perspectives
Rising interest rates are good for most investors! Here’s why.
“Rising Rates Are Good for You, Part 1” on Advisor Perspectives
Falling interest rates are not truly a “tailwind” for bond investors. In fact, for most bond investors, rising rates are a good thing!
“Long-Horizon Investing, Part 4: Real-Life Applications in Retirement” on Advisor Perspectives
In Part 4, we get practical, demonstrating how discoveries from previous articles can be applied to a goals-based investment approach in retirement.
“Long-Horizon Investing, Part 3: The Riskiness of ‘Low-Risk’ Assets” on Advisor Perspectives
In investing, you can have safe present value OR safe future value, but not both!
“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-Bond Rates are Down…What Now? We (and Kenny Rogers) Have Some Ideas
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.
On Retirement Income, Part 4: Stock/Bond Portfolios and Sequence-of-Returns Risk
The “4% Rule” and “Fixed Percentage Rule” are opposites…but both involve risk, including a scary beast call “sequence-of-returns” risk.
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?