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

Bob's Blog on Retirement & Beyond

Opportunities in Tax-Exempts

February 2, 2011

We’ve been following the volatility of tax-exempt bonds since shortly after their slide began last Labor Day. More recently, we’ve pointed out the good news, such as PIMCO’s Bill Gross buying a few million dollars of worth of tax-exempt closed-end funds sponsored by PIMCO. Last week we ventured the opinion that the selling probably was […]

Little Help with Income Planning

February 2, 2011

Employer 401(k) plans generally are fairly good at helping employees save for retirement and providing decent investment options. But as the first Baby Boomers turned 65 this year, employer plans still are very weak at helping plan retirement income. A new survey reports only one-third of Fortune 1000 companies report that helping employees create retirement […]

The Working Retirement

February 2, 2011

For a long time, the average retirement in the U.S. steadily declined. It started to rise again around 2000, and in recent years many people below retirement age said they planned to work after age 65. The number of people who said they planned to delay retirement rose after the 2000-2002 bear market and rose […]

A Strong January

February 1, 2011

The first month of the year is behind is, and it was a good one for most investors. Our Retirement Watch portfolios were no different. Our strongest performer was the Invest with the Winners-ETF strategy. It returned 3.54%. No bad for a portfolio that was 50% in cash most of the time. That portfolio returned […]

A Fresh Look at Index Funds

February 1, 2011

It isn’t often an article critical of index fund investing is published in a mainstream publication or web site. Here’s one worth your time. It updates some points I’ve included in the past in my books (Invest Like a Fox, Not Like a Hedgehog) and in Retirement Watch. One key point is that the people […]

All Eyes on Egypt

January 31, 2011

The civil disturbances in Egypt and probably change of government are occupying the attention of most in the financial world today. The events are changing views on several key issues. Here are some ways the events, especially when coupled with similar events in Tunisia and other Middle East nations, are changing views. 1. Emerging markets […]

Tax-Exempts Coming Back

January 31, 2011

Last week on our investment webinar (replays will be available soon on I was asked my view on the recent declines in tax-exempt bonds. We’ve been following these developments closely on this blog. I stated I thought the sell off was overdone. There are some states and municipalities in financial trouble. But they’re in […]

What’s the Real Inflation Rate?

January 28, 2011

In the two investment webinars I’ve one recently one question keeps coming up. (Recordings  are available at about 10 days after the original webinar.) The question is how can the government say inflation is low when commodity prices obviously are rising at rapid rates? Brett Arends of The Wall Street Journal gives three reasons […]

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