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

Bob's Blog on Retirement & Beyond

The Return of Active Managers and Hedge Funds

June 15, 2017

This article covers a conference that tipped against the current wisdom. The conference participants talked about the advantages of hedge funds and active stock fund managers. Most participants seemed to agree that over the last few years, the vehicles haven’t delivered what investors expected. But they expect that investors will want these vehicles sometime in […]

Worry About a Narrow Market

June 15, 2017

It is the nature of capitalization-weighted indexes that a few large companies dominate the returns for the index. This becomes especially pronounced after long bullish runs. So, these days we hear a lot of talk about five to 10 stocks deceiving investors about the nature of the market. There’s some truth to that idea. But […]

Financial Advisors & Protection Against Elder Abuse

June 14, 2017

Regulators are empowering financial advisors to protect their senior clients from financial abuse. A new regulation will require advisors to obtain a trusted contact person for each client’s account and will allow advisers to avoid any liability for delaying transactions when they have suspicions of fraud, abuse, or reduced cognitive ability. Some states are going […]

Gold, Reverse Mortgages, and More

June 14, 2017

The annual Forbes Investment Guide is published. It includes investment and tax strategies different from the plain vanilla strategies most media cover. Most of the coverage is familiar to Retirement Watch readers, but it’s still worth reading. Plus, you’ll learn a bit about how to use options to generate income from your stock portfolio.   […]

Medical Spending in Old Age

June 14, 2017

This is a policy/academic paper by economists at the Federal Reserve Bank of Richmond. Yet, it’s interesting reading. It points out that medical spending varies by income level, with lower income people on average spending more on medical care. But most of that spending is due to nursing home costs. The paper also looks at […]

The Battle Over Herbalife

June 13, 2017

A group of prominent investors had a very public battle, with billions of dollars at stake, over Herbalife, the nutritional supplement company. Bill Ackman of hedge fund Pershing Square Capital said the company was a pyramid scheme and sold it short. He delivered his arguments against the company at every forum he could. The company […]

Collateral Damage in Wal-Mart vs. Amazon

June 13, 2017

The two low-cost giants are engaged in a war over the selling prices of every day consumer items, including groceries. What many people don’t realize is that other companies will be hurt by this war, no matter who is the victor. Some suppliers will have to find ways to reduce their prices or lose their […]

Is Pessimism Wishful Thinking?

June 13, 2017

This article points out that some of the best-known pessimists about investment markets are investors who haven’t done well lately, particularly bond fund manager Bill Gross and hedge fund manager Paul Singer. These managers haven’t done well since the end of the financial crisis, compared to stocks. Also, each did quite well during the financial […]

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