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

Bob's Blog on Retirement & Beyond

The End Of The Fiduciary Rule

March 24, 2018

During the Obama administration, the Department of Labor issued what is known as the fiduciary rule. It was over 1,000 pages long and covered how financial professionals could deal with IRAs and other retirement accounts. The rule was controversy and challenged by both several lawsuits and lobbying efforts in Congress. Now, the rule appears to […]

Tax Reform, Phase 2 Coming

March 23, 2018

The Tax Cuts and Jobs Act is only a few months old. The IRS has issued very little guidance on its details. Yet, Congress is working on its sequel and appears ready to vote in a few weeks, if some reports are accurate. Key factors would be to make the individual tax cuts permanent and […]

Read My Contributions

March 23, 2018

Don’t forget to visit my contributor home page periodically to catch up on my latest contributions. […]

What’s Happening To MLPs?

March 22, 2018

Master limited partnerships (MLPs) have done poorly the last few years. The decline during the commodities bear market was somewhat understandable. Then, the industry began some restructuring. At the start of this year, the bad news seemed to be behind it. The restructuring and distribution reductions largely were over, and energy prices were recovering. At […]

Active Managers That Win Long Term

March 21, 2018

Here’s a review of a study of active managers who actually beat their benchmarks. It finds that the active stock managers who are most likely to beat an index are those who use a large cap value investment style. They’re likely to underperform during short time frame, but they tend to beat benchmarks during longer […]

Those Stock Valuation Models

March 21, 2018

I’ve long argued that stock valuations can be good long-term predictors of returns, but they don’t do much good in the short term. A stock, or an index of stocks, can be extremely undervalued or overvalued for an extended period. This article dives into the details of two models, the Fed Model and the Shiller […]

Piling on Theranos, Elizabeth Holmes

March 21, 2018

The fraud case against the company and its founder is at the point when outsiders who didn’t see it coming are providing the media with quotes damning the two. Here’s an article in which Silicon Valley insiders, most of them anonymously, are happy to pile on. Some even blame the investment firms that handed the […]

Why Toys ‘R’ Us Failed

March 20, 2018

This article is a bit biased against leveraged buyout firms, with the author appearing to believe they are always bad, ill-intentioned actors. But it does make good points. The key to the company having to close all its U.S. stores is that it took on more debt than it could handle. This simple wasn’t the […]

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