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

Bob's Blog on Retirement & Beyond

Is the Bond Market Wrong?

August 9, 2017

This article says that two leading investors in the bond market, Vanguard and BlackRock, think bonds aren’t priced correctly. They think inflation is about to rise quickly. That means nominal bonds are overpriced and due to fall. But TIPS are undervalued. Read it and decide what you think. Getting it right matters. Despite rock-bottom rates […]

Starting the Financial Crisis

August 9, 2017

We continue to roll through 10-year anniversaries of events that led to the financial crisis. In this post, a mortgage lender describes the first bankruptcy that indicated something was very wrong in residential housing. He describes the events, using both personal history and the bigger picture. It’s all about a firm most of you probably […]

Baby Boomers Stall the Housing Market

August 9, 2017

This article says one reason there isn’t more inventory and activity in the residential real estate market is that Baby Boomers are staying put. They own a high percentage of homes and are content to stay where they are. They aren’t moving to warmer states or into senior housing just yet, so the Millenials are […]

The Narrow Market Rally

August 8, 2017

There’s been a lot of talk recently about the narrow market rally, meaning that only a few stocks are driving the indexes higher while the rest lag. There also have been a number of pieces countering that argument. Here’s one of the counterarguments, focused on the Hong Kong market. It points out that a few stocks […]

Prime Working Age Population and Economic Growth

August 8, 2017

There seems to be a connection between the size of the prime working age population (ages 25-64) and economic growth. This brief post gives an overview of how that population changed in the U.S. the last few decades, how economic growth responded, and what we can expect in the future. There was a huge surge […]

Remaking the Mall

August 8, 2017

Electronic commerce and other trends are quickly making the traditional retail mall obsolete. This article reviews some of the ideas landlords and localities are trying to revive the properties that once were profitable malls. But it also points out that trends are changing so quickly that it’s difficult to change properties quickly enough. “We understand […]

The Stealth Policy Changes

August 7, 2017

The media are focused on the big failure of changing health care and the slow progress of tax reform. But the administration is making a number of changes in regulations and plans many more. The changes essentially are deregulating the economy relative to what the previous administration did. This article lays out some of the […]

Oil Demand and Supply Getting Back in Line?

August 7, 2017

Oil’s price has been rising the last few weeks, and there are signs demand and supply are getting back into balance. This article explains that shale drilling activity might be slowing down. It’s not a big slow down, but the recent changes indicate that drillers won’t continue to increase production without restraint. We could have […]

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