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

Bob's Blog on Retirement & Beyond

Keeping It Simple

June 7, 2011

Investing can become very complicated. I’ve seen computer programs that crank through a lot of numbers and scenarios to determine the “right” way for investors to diversify their portfolios. Some large investors that use such systems re-run the programs daily so they get the latest and best allocation all the time. But may be simple […]

Shaking Up China

June 7, 2011

We’ve presented some of the analysts who question the positive positions on the Chinese economy. Here’s a different view. Stephen Roach or Morgan Stanley is a long-time optimist on China, but he’s never been the total booster that many other optimists are. In this interview he points out that China is beginning a shift from […]

A Path Out of the Crisis

June 7, 2011

Dallas Fed President Richard Fisher on CNBC’s Squawk Box was an interview well worth listening to this morning. He compared the growth in Texas since the end of the financial crisis to that in the rest of the country. For example, 38% of the nation’s new jobs were created in Texas. Fisher says that the […]

Predicting Another Crash

June 7, 2011

Not a lot of investors have heard about Bob Rodriguez of the FPA funds. That’s too bad. Fortune says he’s the best mutual fund manager of the last 25 years. He warned about the tech bubble and housing bubble. He also positioned his portfolios accordingly. His investors benefited. His stock fund lost only small amounts […]

Shrinking Yields

June 6, 2011

Mutual fund investors often misunderstand published yields for the funds. All published yields are backward looking. The yields aren’t locked in for the future and really don’t tell you much about the level of income to expect in the future. A bond fund, for example, doesn’t hold its bonds until maturity. It trades them. It’s […]

Adding Up the Fiscal Future

June 6, 2011

There are a lot of forecasts about the federal debt and budget deficit. A number of them are influenced by ideology, goals, and hopes. It’s a good idea to set all those influences aside and focus on the simple arithmetic. Lawrence Lindsay, a former economic adviser to President George W. Bush, tries to do that […]

Trouble in the Second Half

June 6, 2011

The global economy is losing momentum as we move through the second quarter–at least that is what markets are signaling. Oil prices are off their highs, suggesting weaker growth of demand for energy. Weak energy demand in turn reflects a global slowdown in industrial production in response to an earlier inventory buildup. The inventory buildup […]

Profiling Rob Arnott

June 6, 2011

Among the recommended funds in my portfolios in Retirement Watch are PIMCO’s All Asset and All Asset All Authority funds. These are asset allocation or tactical asset allocation funds managed by Robert Arnott. He decides how to allocate the funds’ portfolios from among the investments offered by PIMCO. You might want to learn more about […]

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