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

Bob's Blog on Retirement & Beyond

Freezing Your Credit Report

September 19, 2017

The reported breach of data at credit rating firm Equifax is spurring new interest in identity theft protection. One way to protect your ID is to freeze your credit report. This article gives many of the details you won’t find elsewhere, including how much it costs to freeze your report in different states. Only seven […]

The Sneak Attack on Tech Stocks

September 19, 2017

It probably won’t affect market prices soon, but investors need to beware of the new attack on major technology companies. People on both sides of the political spectrum are taking aim at Amazon, Google, Facebook, and maybe some others. The companies have too much power and too much information about individuals, the critics say. Read […]

Making Better Investments

September 18, 2017

Investing and managing your finances involve decisions. A lot of decisions. This article goes through the literature to explain how you can become a better decision maker. It applies to any kind of decision. It has a lot of good points. Also, don’t forget to read Thinking, Fast and Slow by Daniel Kahneman. There are […]

Amazon’s Retiree Work Force

September 18, 2017

This article tells about the mobile work force Amazon employs, because it needs workers at different parts of the country at different times. It focuses on a retired couple that experienced hard times because of the financial crisis but broadens to discuss the overall program. If you have an RV or just like to travel, […]

Confirming the Hot Hand Theory

September 18, 2017

A lot of statistical analysis and some theory translates from sports to investing. One item is the hot hand theory. The theory basically says that sometimes a player (or investor) is on a performance streak that exceeds his typical results, and that the streak can continue for a while. This post points to a new […]

Hurricanes Can’t Stop Tax Havens

September 15, 2017

A major source of income to the British Virgin Islands comes from its financial industry, which many refer to as a tax haven industry. Knowing the importance of the industry, the government had it up and running soon after Hurricane Irma left the islands. Other parts of the infrastructure will take longer to restore, but […]

Milken Cautions on High-Yield Bonds

September 15, 2017

Investors have been searching for higher yields since the Fed began its zero interest rate policy. That’s led many investors to high-yield bonds. It’s led many others to private equity funds. Michael Milken, considered the developer of the modern high-yield bond market, says the dynamic is helping private equity investors to the detriment of high-yield […]

Taxes and Investment Returns

September 15, 2017

The amount you keep after taxes is what counts, as this article makes clear. It’s nice to make a good investment, but you have to manage the taxes as well as the investments. The article shows just how important taxes are to your returns. Failure to manage income taxes can reduce the life of your […]

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