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

Bob's Blog on Retirement & Beyond

The Frustrating Law of Active Management

October 9, 2017

Here’s an interesting piece from Pension Partners that re-enforces an investment principle too many people forget or never learned. No investment strategy performs well all the time. Even the best investors and investment strategies have periods of underperformance. That means to enjoy the benefits of a strategy that earns higher returns over the long term, […]

Banker to the Billionaires

October 9, 2017

Swiss Bank UBS claims to have half the world’s billionaires as clients of its wealth management business. In this interview, the head of the bank explains what it’s like to work with billionaires, how the bank increased its business, and perhaps gives you ideas of what to look for in a financial advisor or bank. […]

Reasons to Worry About Software

October 9, 2017

Computer software controls almost everything these days. There rarely are switches to flip. Instead, software makes all the decisions. But the software is becoming more complex, and each time it is upgraded or changed there’s a potential for problems that haven’t been anticipated or tested. This article discusses some events in the last few years […]

Reviewing Valuation Measures

October 6, 2017

For a long time I’ve said that valuation measures are good only for indicating stock market returns over the next 10 years or so. By themselves they aren’t good for tactical portfolio changes. In this article, economic Ed Yardeni reviews the history of a range of stock market valuation measures. He also adjusts them for […]

Wien: Several More Years of Growth

October 5, 2017

Byron Wein of Blackstone says in his latest monthly essay that, despite the pessimism among institutional investors, we’re likely to see several more years of growth in the economy and stock indexes. Wein says that he can’t find any of the usual indicators of a bear market or recession, so he expects low volatility and […]

Estate Planning Lessons from Jerry Lewis

October 5, 2017

Comedian Jerry Lewis died recently at age 91. Unlike many celebrities, he apparently owned most of his assets outright and disposed of them through a will. That has a least two effects. One is that the estate must go through the time and expense of the probate process. The other effect is that the details […]

Another Reason to Have a Strong Estate Plan

October 5, 2017

If you don’t have an estate plan, the government’s going to prepare one for you, and you might not like it. This article explains that when you don’t appoint a agent with a power of attorney or a successor trustee who can act for you when you start to fade, the government will appoint someone […]

Warning Signs in Housing

October 4, 2017

The housing market seems to be fairly healthy. Sales fluctuates from month to month, but prices have been increasing. The sales fluctuations seem due more to a lack of homes for sale than lack of demand. But at least one economists believes the residential housing market is troubled. He says there aren’t enough homes available […]

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