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

Bob's Blog on Retirement & Beyond

Ray Dalio’s Latest Outlook

May 16, 2017

The founder of Bridgewater Associates posted his firm’s latest views on LinkedIn. You won’t find specific recommended investments here, but you probably can determine the best choices after reading the summary. In general, the firm is fairly optimistic in the short-term but is concerned about events that might transpire in a year or two, or […]

Oil Rally Could Last This Time

May 15, 2017

After a strong rally in 2016, oil prices stalled. Agreements between the oil-producing nations late in 2016 generated a short-term rally, but it didn’t last. Today the countries announced an extension of the agreement, indicating that they might be serious about restraining production and at least keeping a floor on the price. Bespoke Investment Group […]

There are More Indexes Than Stocks

May 15, 2017

This brief article presents the facts and shows how it happened in charts. Many new benchmarks essentially repackage active investment strategies into indexes, says Eric Balchunas, senior exchange-traded fund analyst at Bloomberg Intelligence. They can then be tracked by so-called smart-beta ETFs, which fund companies are rolling out rapidly.   […]

How to Overspend

May 15, 2017

Actor Johnny Depp made a lot of headlines the last couple of years with a high-profile divorce and then a series of reports about financial troubles. It seems he’s spent an awful lot of money over the years and on some extreme expenses. This report gathered a lot of the details about the spending and […]

What’s Leading and Lagging the Market?

May 12, 2017

The folks at Bespoke Investment Group put together lists of the top performing and worst performing stocks so far in 2017. Unless you’re a stock junkie, you probably don’t recognize many of the names. But the industry trends are interesting. Health care and technology companies dominate the leaders, but consumer discretionary companies also are doing […]

A Theory Why Market Volatility is Low

May 12, 2017

Many investors have noticed that market volatility has been very low in 2017, and they’re developing theories. Some point to history and say low volatility indicates a major move is about to happen, and that is usually is a negative move. But there are other theories. This theory says that investors live and learn, and […]

New Data on the Wealth Gap

May 12, 2017

It’s no secret that for some time the rich have been getting richer and everyone else hasn’t. A new paper examines this in detail and says the trend began much earlier than anyone considered. Average incomes not only stagnated but declined at many income levels, except for the very wealthy. It’s an interesting read. These […]

The Chaos of Puerto Rico’s Bankruptcy

May 11, 2017

Over the last couple of years, a number of investment advisers recommended that high-risk investors own a few Puerto Rican bonds. The island commonwealth was in financial trouble. The bonds tumbled in price a couple of years ago, and the advisers believed the low probability of bankruptcy was worth the risk. A number of hedge […]

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