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

Bob's Blog on Retirement & Beyond

A Bear Stays Cautious Bullish

February 3, 2011

Your regular reading list should include the quarterly shareholders letter from Jeremy Grantham of money manager GMO. Grantham generally believes many assets are overvalued and the economy and markets are propped up by monetary stimulation. But he’s encouraged equity and commodity investments since early 2009  because of the Fed’s monetary stimulation. He expects the rally […]

Real Estate’s Tough All Over

February 3, 2011

Construction on the first golf course to be designed by Tiger Woods is halted. The much-publicized project has been in the works for several years, but there were reports since the financial crisis in 2008 that sales and construction were very slow. Dubai Properties, part of a conglomerate owned by the ruler of Dubai, has […]

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 […]

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