
“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.
In Part 4, we get practical, demonstrating how discoveries from previous articles can be applied to a goals-based investment approach in retirement.
Part 2 of “Long-Horizon Investing” on Advisor Perspectives takes a tour of the theoretical reasons why stocks must be risky at all horizons.
I’m excited to announce the publication on Advisor Perspectives of the first article in a five-part series entitled “Long-Horizon Investing”!
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.