As is our custom, we conclude the year by reflecting on the 10 most-read investment and planning articles over the past 12 months. Tomorrow, we will highlight the 10 most-read practice management articles.
In decreasing order, based on the number of unique readers, those are:
1. The Trial of Ken Fisher for Crimes Against Annuities
by David Macchia, 2/9/22
I have charged Ken Fisher with crimes against annuities. I will begin this proceeding by expressing my gratitude for his anti-annuity advertising campaign including its famous tagline, “I hate annuities and you should too!”
2. 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.
3. Jeffrey Gundlach: An Unprecedented Opportunity in Bonds
by Robert Huebscher, 9/15/22
Sell stocks and buy opportunistic bonds, according to Jeffrey Gundlach. “The capital gains potential is the best in the last 15 years,” he said. Bonds are “the place to be.”
4. I-Bonds: At 7%, It's Hard to Go Wrong
by Michael Lebowitz, 4/23/22
Does a risk-free bond with 7% yield interest you? If so, read about the red-headed stepchild of the bond world that is finally attracting investors.
5. Real-Life Strategies to Mitigate Sequence-of-Return Risk
by Allan Roth, 6/6/22
I’m going to review the research on safe-spending rates and then critique common methods of risk mitigation. I’ll offer the practical methods to reduce sequence-of-return risk that I suggest to my clients.
6. Jeremy Siegel: Bear Market for Nasdaq; Correction for S&P
by Robert Huebscher, 1/27/22
The Nasdaq will go into bear market territory and the S& P 500 will suffer a correction, according to Jeremy Siegel.
7. Gary Shilling: Sell Stocks; A Recession is Coming
by Robert Huebscher, 3/30/22
Get out of stocks, according to Gary Shilling, who has gone to 30% cash in the portfolios he manages. The economy will be in recession by the end of the year, and stocks will fall in response.
8. Grantham and Dalio: The Equity Bubble is Bursting and Stagflation Awaits
by Robert Huebscher, 5/23/22
Two of the world’s most respected investors, Jeremy Grantham and Ray Dalio, offered identical warnings: The bubble in U.S. equities is unwinding, and the economy is headed for stagflation.
9. The Five Strategies for Retirement Income
by Krisna Patel, 2/21/22
Advisors can choose from five approaches to meet their clients’ income needs in retirement, each with its own merits and drawbacks. Those strategies attempt to solve for a central goal – ensuring that clients don’t run out of money – a risk that is illustrated by my wife’s catering business.
10. Managing Taxes in Retirement: Income Thresholds versus Incremental Average Tax Rates
by Wade Pfau, 8/1/22
This is the first in a series of articles that will explore tax-efficient retirement distribution strategies.
Read more articles by Robert Huebscher
