“Long-Horizon Investing, Part 5: Real-Life Applications Pre-Retirement” on Advisor Perspectives
The final installment on Advisor Perspectives focuses on goals-based investing techniques pre-retirement.
“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 2: Stocks are Always Risky” on Advisor Perspectives
Part 2 of “Long-Horizon Investing” on Advisor Perspectives takes a tour of the theoretical reasons why stocks must be risky at all horizons.
“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 5: Goals-Based Investing Starts with Goals
At Round Table, we practice “true goals-based investing.” Our process starts with understanding our clients’ goals, needs, fears, and broader financial picture.
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?
On Retirement Income, Part 2: The 4% Rule Launches a Bigger Discussion
Let’s dig further into the facts and foibles of the 4% rule, as a launchpad for a broader discussion about retirement income.