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

Bob's Blog on Retirement & Beyond

A Tale of Economic Models

August 16, 2011

The U.S. and most of the developed world is in the midst of an intense discussion about economic policy, especially the role of government in directing economic activity. Political analyst Michael Barone has a good contribution to the discussion in today’s The Wall Street Journal. Barone’s theory is that the two main economic models have […]

The Plundering in Britain

August 16, 2011

You’ve probably seen coverage of the riots and lawlessness that have occurred in the U.K. the last few weeks. The origins of the riots and their persistence are a puzzle to many people. I’ve seen a lot of coverage and theories about the riots. I thought you should see this opinion piece from The Wall […]

All Investors’ Eyes on Policymakers

August 16, 2011

You shouldn’t have any doubt that politicians and bureaucrats have a greater impact on your financial security than ever before. They’ve made numerous mis-steps during the financial crisis (not to mention the years leading up to it), and we’re nearing crunch time. They need to find a path through the European and U.S. debt crisis […]

Time to Buy Stocks?

August 16, 2011

With stocks in a downdraft and well below recent highs, it’s time to consider the unthinkable question: Is this a good time to add to your stock positions? Let’s look at two pieces of data. The first is the net flows of mutual funds. Investors have been pulling money out of equity mutual funds for […]

SEC Investigating S&P Downgrade

August 15, 2011

I reported last week allegations from Charles Gasparino of Fox Business that Standard & Poor’s tipped off major banks that it was about to downgrade U.S. Treasury debt. Now comes words that the Securities and Exchange Commission is investigating the matter. It wants to know how rumors became widespread on Friday August 5 that a […]

Financial Lessons’s From America’s Richest

August 15, 2011

The rich are different from most other people, and it’s not just because they’re rich. Karen Blumenthal, a reporter for The Wall Street Journal and author of a book about Sam Walton Wal-Mart, points out some of the key differences. She does this to show the rest of us how we can be more financially […]

A Strategy for Growth

August 10, 2011

Years ago there was a newspaper columnist in the U.S. named Finley Peter Dunne. One of the characters in his column had a line that went something like this: “There’s work for real men to do, and mere politicians must step to the rear.” We’re in such a time, and most of the leading politicians […]

Rumors Rule the Market

August 10, 2011

There wasn’t much news today for the markets to digest, so they’re feeding on rumors. Today’s rumors focused on France and French banks. Early rumors were that France would lose its AAA rating (it didn’t) and that one or more major French banks were in deep financial distress. A U.K. newspaper that published a report […]

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