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Oct 30, 2024 | 
advisorperspectives.com | Nathan Dutzmann
Advisor Perspectives welcomes guest contributions. The views presented here do not necessarily represent those of Advisor Perspectives. As I contemplated the topic for my next article, I considered lifting the spirits of my readers with such topics as genocide, malnutrition, nuclear meltdown, and the performance of the U.S. Men’s National Soccer Team. But in the end, I settled on a discussion of long-term care.
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Jul 1, 2024 | 
advisorperspectives.com | Nathan Dutzmann
Advisor Perspectives welcomes guest contributions. The views presented here do not necessarily represent those of Advisor Perspectives. On December 17, 2022, Cathie Wood, CEO/CIO of Ark Investment Management, (in)famously predicted that her firm’s strategies could see a 40 percent annualized return1 over the subsequent five years.
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Dec 26, 2023 | 
advisorperspectives.com | Robert Huebscher |Allan Roth |Steven Jarvis |Nathan Dutzmann
Great articles don’t always get the readership they deserve. We’ve posted the 10 most-widely read investment and planning articles for the past year here and the top practice management articles here. Below are another 10 that you might have missed, but I believe merit reading.
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Oct 23, 2023 | 
advisorperspectives.com | Nathan Dutzmann
Advisor Perspectives welcomes guest contributions. The views presented here do not necessarily represent those of Advisor Perspectives. This is part three of a five-part series that develops an analytical framework for long-term, retirement-oriented investing. You can read part 1 here, part 2 here, part 3 here, and part 4 here. The author would like to thank Joe Tomlinson and Michael Finke for their helpful comments on this article series.
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Oct 16, 2023 | 
advisorperspectives.com | Nathan Dutzmann
Advisor Perspectives welcomes guest contributions. The views presented here do not necessarily represent those of Advisor Perspectives. This is part three of a five-part series that develops an analytical framework for long-term, retirement-oriented investing. You can read part 1 here, part 2 here and part 3 here. The author would like to thank Joe Tomlinson and Michael Finke for their helpful comments on this article series.
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Oct 9, 2023 | 
advisorperspectives.com | Nathan Dutzmann
Advisor Perspectives welcomes guest contributions. The views presented here do not necessarily represent those of Advisor Perspectives. This is part three of a five-part series that develops an analytical framework for long-term, retirement-oriented investing. You can read part 1 here and part 2 here. The author would like to thank Joe Tomlinson and Michael Finke for their helpful comments on this article series.
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Oct 2, 2023 | 
advisorperspectives.com | Nathan Dutzmann
Advisor Perspectives welcomes guest contributions. The views presented here do not necessarily represent those of Advisor Perspectives. This is part two of a five-part series that develops an analytical framework for long-term, retirement-oriented investing. You can read part 1 here. The author would like to thank Joe Tomlinson and Michael Finke for their helpful comments on this article series.
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Sep 26, 2023 | 
advisorperspectives.com | Nathan Dutzmann
Wrapping up and moving onThe aim of this series is to move beyond the simplistic example of goals that exist at a single point in the future to consider retirement, the most common purpose for long-term investing for an individual. In Parts 4 and 5, findings from those examples will be applied to real-life goals in retirement and pre-retirement, respectively.
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Jul 20, 2023 | 
advisorperspectives.com | Nathan Dutzmann
Advisor Perspectives welcomes guest contributions. The views presented here do not necessarily represent those of Advisor Perspectives. The following is an open letter to the annuity industry. You are looking for ways to expand your reach into the fee-only advisor space, and I am sympathetic. Progress has been slow, fraught as it is with product complexity and the industry’s reputation for lack of transparency and high fees.
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May 15, 2023 | 
advisorperspectives.com | Nathan Dutzmann
Advisor Perspectives welcomes guest contributions. The views presented here do not necessarily represent those of Advisor Perspectives. I-Bonds: That was thenNearly a year ago, I – provisionally and with qualifications – declared Series I Savings Bonds (“I-Bonds”) to be the fabled “free lunch” due to the remarkable, government-guaranteed 9.62% annualized interest rate that they were then paying, at a time when most savings accounts were still offering a paltry fraction of one percent.
