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

Bob's Blog on Retirement & Beyond

Tariffs, Trade Conflicts And Stocks

September 11, 2018

Stocks in China are way down this year while U.S. stocks are up a bit. Some say this is a sign that the tariffs are working in the U.S.’s favor. This article takes a different view, arguing that the tariffs hurt stocks in both countries. Yet if we want to isolate the impact of tariffs, […]

Beware The Emerging Markets

September 10, 2018

This article makes the worst case scenario for investing in emerging markets now. While some argue that the worst is behind us and there are some attractive values, this article says there is likely to be more trouble to come. It makes the case many have made about the potential for hard landing in China. […]

Why Filing Your Taxes Is So Hard

September 10, 2018

This article by three law professors explains in detail why it is unusually hard to file income tax returns in the U.S. and is likely to become harder. The bottom line is that technology companies are making a lot of money off the current system and don’t want the IRS to be able to create […]

10 Years After Lehman Brothers

September 10, 2018

After the investment bank filed for bankruptcy in 2008, the investment markets crashed. We’re on the 10-year anniversary of that event, and media web sites are publishing articles reflecting on it. Here’s a sample. CNBC reviews how Fannie Mae and Freddie Mac have changed over the period, and how they haven’t. The Wall Street Journal […]

Tax Reform 2.0

September 7, 2018

Leadership in the House of Representatives is working on another major tax bill and hopes to have a vote on it by the end of November. The bill, as described here, would make permanent a lot of the tax cuts from the 2017 law that are set to expire in 2025. It also aims to […]

The Long Lasting Benefits Of Retirement

September 7, 2018

Two researchers at Clemson University, where I spent my undergraduate years, concluded that retirement brings long-term happiness and better health to most people. There are exceptions of course, but their studies found that most people benefit from retiring, and the benefits last. “Unlike happiness, improvements in health are realized over time. Because health typically changes […]

The Latest in Brexit

September 7, 2018

It seems both the U.K. and E.U. have decided that they need to stop the brinksmanship and actually make a reasonable deal for both sides about Brexit. As this article points out, that means they might agree to a withdrawal treaty by the November deadline that doesn’t include agreements on key trade issues. Working out […]

Where Tech Titans Plan To Hide

September 6, 2018

Pessimism is high among some people, and some of them are rich enough to implement plans to hide in case their worst-case scenarios occur. This article explains the attraction many of them have to New Zealand and the steps they are taking to establish disaster-proof hideaways there. “We live in a world where some people […]

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