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

Bob's Blog on Retirement & Beyond

Retirement Watch April 2011 issue

March 16, 2011

The April 2011 issue of Retirement Watch is posted on the members’ web site at www.RetirementWatch.com. In the investment section I recommend some changes in all the portfolios. We’re selling the energy pipeline stocks (Enterprise Product Partners, LP and Tortoise Energy Capital). The proceeds will be added to a new investment and also added to […]

Understanding the Japan Situation, Part 2

March 16, 2011

Here’s another good explanation of what’s happening with Japan’s nuclear power plants. This one’s by a “nuclear technologist” who seems to understand how things work. The designers of the reactors at Fukushima-Daiichi had anticipated situations where pressure was rising in the core.  So long as power was available, pumps would circulate hot fluid from the […]

Understanding the Japanese Situation

March 16, 2011

I haven’t made a post yet on the events in Japan. The events are moving quickly, so it’s tough to understand what’s really happening. Also, because my recommended portfolios are hedged and have sell signals on the more volatile assets, we’re automatically protecting our capital if things go badly. The effects of the earthquake and […]

Understanding the Emerging Bubbles

March 15, 2011

I usually don”t cite John Hussman’s weekly essays in this blog. They should be part of you regular reading. I’m pointing you to this week’s comment, because it’s timely and important. Titled “Anatomy of a Bubble” the essay explains how bubbles are formed, with an emphasis on the history of the U.S. stock market. While […]

Getting to Deficit Reduction

March 15, 2011

I frequently encourage you to read John Makin’s monthly Economic Outlook essays on the American Enterprise Institute’s web site. His latest his no exception. Like me, Makin is concerned about what will happen to the economy once the monetary stimulus ends in June followed by a fading of the fiscal stimulus at the end of […]

Investing in a Different Bond Market

March 14, 2011

The long bull market in bonds that began in 1982 is over. Interest rates might not rise any time soon to the highs they received in the early 1980s, but for the most part they’ve reached their lows and probably will rise over the next few years. That presents big problems for traditional bond investors. […]

Seven Immutable Laws of Investing

March 10, 2011

It’s always comforting when an investment professional we admire issues a piece on investment principles that matches what we’ve tried to do with our recommendations. This recently occurred again when James Montier of GMO published his “Seven Immutable Laws of Investing.” You should read the entire piece (registration required). Here are his seven principles: 1. […]

Searching for Today’s Values

March 10, 2011

Earlier today I advised you to take a look at James Montier’s essay “The Seven Immutable Laws of Investing” on the GMO web site. The major part of the essay is rule 1: Always Insist on a Margin of Safety. In that essay Montier advises that in today’s markets, there is no investment with a […]

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