
“A Dividend Is Not a Gain (or a Loss)” on Advisor Perspectives
A dividend is not a gain! Nor is the offsetting decline in stock price a loss. Find out here what a dividend really is, and why it matters.
A dividend is not a gain! Nor is the offsetting decline in stock price a loss. Find out here what a dividend really is, and why it matters.
Round Table Chief Investment Officer Nathan Dutzmann coauthored an article explaining why we don’t treat (or recommend treating) U.S. elections as a market-timing signal, regardless
We’ve created a series of posts on LinkedIn exploring two fundamental postulates of stock market (or, more generally, risk asset) investing: The logic is simple:
It’s tempting to say “the image says it all.” But there’s a whole Advisor Perspectives article because there are more insights to be gleaned from this example.
Well, it has been a while, but our fictional friends Bob and Fred are finally getting some attention again. We’re pulling their financial plan out of stasis to illustrate how we can (A) build an inflation-protected income bridge from retirement to age 70, enabling someone to maximize benefits by delaying Social Security claiming and (B) add a long-term stream of inflation-protected income on top of Social Security, to fill a gap between promised benefits and inflexible annual spending needs.
Lifetime inflation-protected income (up to age 100) from a mutual fund!
The final installment on Advisor Perspectives focuses on goals-based investing techniques pre-retirement.
In Part 4, we get practical, demonstrating how discoveries from previous articles can be applied to a goals-based investment approach in retirement.
In investing, you can have safe present value OR safe future value, but not both!
Part 2 of “Long-Horizon Investing” on Advisor Perspectives takes a tour of the theoretical reasons why stocks must be risky at all horizons.