Financial Advice for Retirement, Social Security, IRAs and Estate Planning

Bob's Blog on Retirement & Beyond

Trust More, Live Longer

November 1, 2018

A study of survey data concluded that Americans who trust the government and others are likely to outlive less trusting people. Miething says that people who live in communities where more residents tend to show distrusting attitudes were also likely to have shorter lifespans. “In those contexts, your risk of dying is higher than in […]

Inside China’s Economic Problems

October 26, 2018

China’s growth has slowed, its currency is down, and the stock market is having problems. This article discusses the thoughts of two economists who have studied China and believe the problems are bigger than most people realize. They point out that in addition to its trade conflicts with the U.S., China is trying to restructure […]

Some Medicare Experiments

October 26, 2018

Medicare regularly tests different ways to provide and pay for care. It’s becoming more creative and inventive than in the past. This article describes a series of test programs underway around the country, including one that pays for basic life needs that aren’t directly related to health care. If they produce results, they could become […]

How To Live Longer

October 26, 2018

Life expectancy is increasing in Spain. The country appears to be on track to have the longest-lived citizenry, bypassing Japan. According to this article, researchers credit life style changes with the expansion of life expectancy. Three key factors are extending lives. Fernando de la Fuente, who has run a fruit and veg stall in the […]

The George Constanza Portfolio

October 24, 2018

Investment managers do interesting things when the markets aren’t being kind to their strategies, which happens periodically to even the most successful investors. In this essay, Cliff Asness of AQR takes a look at what would have happened to a portfolio composed of the opposite of Asness’s portfolio. It’s interesting and entertaining. Asness is a […]

Foreigners Buying Less U.S. Treasury Debt

October 23, 2018

The U.S. has financed its deficits for many years by selling a lot of bonds to foreign buyers, especially foreign central banks. The Wall Street Journal reports that throughout 2018 the percentage of new debt purchased by foreigners has decreased. That’s likely a reason interest rates have increased significantly since late 2017. The concern, of […]

Are We About To Have The Best Six Months For Stocks

October 22, 2018

This article presents research from the Stock Trader’s Almanac that indicate a bad market in October leads to strong market returns in the following months. I don’t put a lot of weight in these statistical and data mining efforts. But it’s an interesting presentation and one to factor into your strategy. Despite horrific happenings in […]

Social Security Benefits Increase for 2019

October 15, 2018

Social Security beneficiaries will receive the largest  annual cost of living increase (COLA) since 2012. It’s all thanks to a higher Consumer Price Index and the Fed’s quantitative easing policy. The maximum amount of earnings subject to the Social Security tax will increase to $132,000. The earnings limits for workers under full retirement age also […]

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