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.
In decreasing order, based on the number of unique readers, those are:
- The 4% Rule Just Became a Whole Lot Easier
by Allan Roth, 10/24/22
I built a 4.36% real (inflation-adjusted) systematic withdrawal portfolio using a 30-Year TIPS ladder. (This article was actually published in 2022, not 2023. But it continued to be popular this year, so we are including it here.)
- What Advisors Get Wrong About Tax-Loss Harvesting
by Steven Jarvis, 6/2/23
Here are four things advisors get wrong about tax-loss harvesting.
- Does It Still Make Sense to Buy I-Bonds?
by Nathan Dutzmann, 5/15/23
Nearly a year ago, I – provisionally and with qualifications – declared I-Bonds to be the fabled “free lunch” due to the remarkable 9.62% rate they were paying. That rate came down – a lot – so should you still buy them?
- The Aftershock That Will Follow Silicon Valley Bank
by Michael Lebowitz, 3/16/23
The banking earthquake is sending shockwaves through the financial markets. The financial and economic aftershocks, soon to follow, are underappreciated and will prove worse than the earthquake.
- Jeremy Siegel – The Market is Not in a Bubble
by Robert Huebscher, 6/23/23
Amid fears of a recession, the S&P 500 is up more than 14% this year, and AI stocks have risen many times more than that. But the market is not in a bubble, according to Jeremy Siegel.
- Gundlach: Buy Bonds, Not Stocks
by Robert Huebscher, 6/7/23
“Owning bonds is better than white-knuckling it in stocks in an economy that is going into a recession,” Jeffrey Gundlach said.
- The Case for Tax Adjusting a Portfolio
by Allan Roth, 4/17/23
One of the toughest dilemmas I wrestle with is whether to consider future tax liabilities from unrealized gains in the portfolio and taxes from withdrawing from traditional retirement accounts.
- Is Jeremy Siegel Right About Stocks for the Long Run?
by David Blanchett, 6/5/23
The empirical evidence supports Seigel’s general assertion that stocks beat inflation in the long run. But the inflation-hedging benefits of stocks aren’t perfect.
- The Seven Great Challenges to Retirement Plans
by Larry Swedroe, 8/7/23
Investors planning for retirement are facing seven significant challenges.
- Should You Worry About the Safety of Schwab Accounts?
by Vitaliy Katsenelson, 4/21/23
Many investors, including my clients, have been worried about their Schwab account safety. Are they right to be worried?
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