Retirement Golden Rule: Don't Spend Your Principle
A retirement portfolio should be reviewed for how income, principal, and market drawdowns interact during distribution years.
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Fixed Income articles
Legacy tag routes are preserved and mapped into the modern article category system.
Annuity Fine Print - A Brief Overview
An educational overview of annuity terms, tradeoffs, guarantees, liquidity, and contract details.
Read articleMastering Bond Ladders: A Route to Stable Portfolio Income
Bond ladders can help organize maturity timing and income needs, but credit and interest-rate risks remain.
Read articleThe 15 Key Factors Influencing Individual Portfolio Construction
A framework for thinking through the many client-specific factors that can influence portfolio construction.
Read articleInvestment Portfolio Maximum Drawdown: Understanding the Deep Dive
Maximum drawdown helps investors understand how deeply a portfolio has declined from peak to trough.
Read articleMastering Cash Flow in Investment Portfolios: Strategies and Insights
A discussion of dividends, interest, option premium, distributions, and portfolio cash-flow strategy.
Read articlePart 1: Annuities Unveiled: A Guide to Understanding Annuities
The first article in an educational series explaining annuity basics and planning tradeoffs.
Read articlePart 4: Fixed Annuities: Anchoring Your Retirement with Stability
A high-level overview of fixed annuity concepts and their potential role in income planning.
Read articlePart 5: Fixed Indexed Annuities: Bridging Stability and Potential
An educational overview of fixed indexed annuities, including tradeoffs that require careful review.
Read articleThe Advantages of Purchasing Individual Bonds or CDs vs. Bond Funds
A comparison of individual bonds, CDs, and bond funds for income planning and interest-rate risk.
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