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

Bob's Blog on Retirement & Beyond

MLP Resurgence?

April 23, 2018

The latest Barron’s has an update on master limited partnerships (MLPs) and comes to a positive conclusion. (Subscription probably is required.) The article says the restructuring and distribution cuts largely are in the past. Distributions from many MLPs should increase this year, and the sector should recover with the rise in energy prices and global […]

Don’t Forget My Forbes Columns

April 19, 2018

You can read more of my advice and recommendations in my Forbes.com submissions. I’m now a regular contributor.     […]

Martin Whitman, R.I.P.

April 19, 2018

Martin Whitman, the founder of Third Avenue funds passed away at age 93. The Third Avenue funds were in and out of our Retirement Watch portfolios over the years. They were strong-performing value funds until the financial crisis of 2008. Whitman’s writings, especially his quarterly shareholder letters, were great lessons in investing principles. His focus was […]

Jeremy Siegel: Less Bullish

April 19, 2018

The author of Stocks for the Long Run and the man who forecast a strong market rally in 2017 now is less bullish. He thinks rising interest rates are going to override strong earnings, resulting in a flat to down market in 2018. “It’s going to be a flat to slightly upward tilting year as […]

2 Years Of Clear Sailing?

April 18, 2018

The International Monetary Fund issued its anticipated annual global growth forecast. In recent years, it has underestimated growth for the most part. This year it says the global economy should continue to do well for the next two years. But it says trouble could arise in 2020 and that the causes of the decline already […]

Zillow’s Attempt To Change Real Estate

April 18, 2018

You’re probably familiar with Zillow.com. It started as a web site that attracted viewers by providing estimates of every house in every neighborhood. Then it started accepting ads for houses for sale or rent and became a big business. Then, it announced that it is changing its business model again. It’s getting into the business […]

The Case Against TurboTax

April 18, 2018

With tax season behind us, it’s time to plan for your 2018 taxes. This article argues that people shouldn’t pay money for TurboTax or any other paid tax preparation software. As I’ve pointed out before, Intuit (TurboTax’s owner) lobbies Congress aggressively to prevent any simplification of the tax code. It also lobbies against allowing the […]

Which Funds Lost The Most?

April 17, 2018

In this article, Morningstar reveals which mutual funds lost the month during a one-week in 2018. The losses could have come during different weeks for different funds. There were surprises on the list of six funds.  Matthews China (MCHFX) lost 14.2% as an array of China region stocks got hit. But again, this fund’s investors […]

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