“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.
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.
On Retirement Income, Part 1: A 4% Rule Fable
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.
A Bond Bear?
Bond markets are down a record amount in 2022. What happened, and is there any good news?
Bear Market Reflections
When a bear market is in full swing, it’s only natural for investors to wonder, “What should I do now?” We believe the evidence supports strategic thinking and sticking to your financial plan, rather than attempting to tactically respond to market events.