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

Retirement Articles

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Predicting Stock Market Bubbles and Crashes

March 15, 2017

Some professors at Harvard concluded that it is possible to anticipate which of those rises in stock market sectors will burst and lead to a crash. After studying a lot of bubbles and crashes and running the data through computers, they concluded that there are common characteristics in stock market crashes. Even so, their tools […]

Loneliness – Men’s Greatest Health Threat

March 15, 2017

I’ll cut to the chase. Research shows that for middle-aged men the greatest health threat is loneliness. Research shows that men let their friendships lapse as they focus on careers and family. Over time, that cause a range of physical and mental health problems, and these problems get worse after retirement when the men no […]

Index Investing Isn’t Passive Investing

March 14, 2017

I’ve discussed this in the past. People tend to use the terms “index investing” and “passive investing” interchangeably. They’re not the same. It might be passive for you to invest in an index fund, but it’s also passive for you to invest in a non-index fund. The index fund itself is not passive, because indexes […]

Are Investors That Bad?

March 10, 2017

You might be familiar with the annual study from the firm DALBAR. You almost certainly have heard of the study if you receive communications from a brokerage firm or investment advisor. In a nutshell, the study compares the returns of buying and holding investments with the returns based on flows in and out of the […]

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The Big Yawn About the Fed

March 9, 2017

Today is the market’s 7th anniversary of the 2009 stock index lows. Until recently, the seven-year stock market rise depended on easy Fed policies. Less than a year ago, a report that the Fed was about to raise interest rates would send panic through the markets but that no longer is the case. Last week, Chairman […]

Ready to Live in the Margaritaville Senior Community?

March 9, 2017

Singer Jimmy Buffett is adding to his business empire. He has restaurants, bars, and other entertainment businesses. Now, he’s partnering with a major real estate developer to create a real-life Margaritaville in Florida. The development will be a community for those age 55 and older and will have a wide range of activities compatible with […]

The Case Against Warren Buffett – Is Robo Advising Better?

March 9, 2017

In his 2016 shareholder letter, Warren Buffett devoted a lot of space to arguing that individual investors shouldn’t try to invest like he does. They shouldn’t use mutual funds or individual stock picks to try to increase their returns. Individuals should invest in low-cost index funds, according to Buffett. Not every agrees. In a CNBC […]

The Backdoor Roth IRA

March 7, 2017

When your adjusted gross income is too high ($186,000 for married couples filing jointly in 2017), your ability to make a contribution to a Roth IRA is phased out. You can’t make a contribution. But there’s a backdoor way to make a Roth IRA contribution when you’re a high income taxpayer. The method works and […]

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