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

Bob's Blog on Retirement & Beyond

The Latin American Turnaround

August 14, 2017

Early in the summer Latin American stocks took a dive. The decline was due to political scandals in Brazil, the largest economy and market in South American by far. I told Retirement Watch readers to hold our positions in Latin American stocks. The fundamentals were fine, I argued, and they soon would assert dominance over […]

Inside Bridgewater Associates

August 14, 2017

The world’s largest hedge fund is going through a transition as founder Ray Dalio looks to turn over day-to-day management so he can focus exclusively on investing. This article has a rare look inside hte organization, its history, and plans for the future. A hallmark of the firm is its attempts to systemize everything and, […]

All-Time Highs and Crashes

August 11, 2017

Many people say they aren’t comfortable buying when the market indexes are near historic highs. Others point out that new highs tend to be followed by even higher levels. This article examines both sides of the issue. It points out that momentum causes new highs to be followed by more new highs, as has happened […]

You and Your Executor

August 11, 2017

I’ve often said that the choice of the executor of an estate (and trustee of a trust) is one of the most important decisions in the estate plan, and yet many people give it little consideration. This article explains how difficult the job of executor can be and gives tips for you to make the […]

Another Financial Crisis Anniversary

August 11, 2017

10 years ago this week policymakers finally were forced to realize that the housing and mortgage situation in the U.S. was worse than expected. This video explains how French bank BNP Paribus suspended activities in three of its investment funds, because it said the market for U.S. mortgage securities was so weak that it couldn’t […]

Example: Conventional Wisdom, Best Practices Often Wrong

August 10, 2017

In the last few days we learned the real story about the guidelines for creating safe, or strong, passwords for web sites and software. It seems the advice was basically made out on the fly by a government worker who was under deadline pressure and didn’t have much data or other guidance. So, he did […]

Following the Copper/Gold Ratio

August 10, 2017

Jeffrey Gundlach of DoubleLine Funds says he watches the ratio of copper to gold, because he thinks it is a good indicator of market action in the next six months or so. The indicator is telling him now that there’s more inflation in the system than markets recognize. He’s looking for higher interest rates, lower […]

Gundlach on Markets and Building a Firm

August 10, 2017

Jeffrey Gundlach of DoubleLine Funds is turning cautious about some markets again. He doesn’t see an imminent collapse in anything, but he believes investors are paying too much for assets and not being cautious enough. He believes this is a time to give up some short-term gains by gradually moving money to less risky assets. […]

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