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