Retirement Watch Lighthouse Logo
Retirement Watch Lighthouse Logo

Retirement Articles

Found 3028 Articles.
Get access to 3728 articles by subscribing to Retirement Watch and Retirement Watch Spotlight Series.

Hard Data versus Anecdotes

May 11, 2017

There are significant inconsistencies between the major economic reports, and it’s important to resolve them. I’ve pointed to the inconsistencies several times in these weekly updates. Sentiment surveys and anecdotal reports have been extremely positive. The Small Business Optimism Index and consumer sentiment surveys surged to multi-year highs a few months ago. While they’re below […]

Life Expectancy by County

May 9, 2017

Life expectancy depends on many factors. Many people don’t realize how important where they live is in determining their life expectancy. A new research report presents the numbers by county in the U.S. The report has a lot of interesting details, not the least of which is that average life expectancy around the country varies […]

Highlights from the Berkshire-Hathaway Annual Meeting

May 9, 2017

The annual meeting of Berkshire-Hathaway is capped off each year with its two leaders, Warren Buffett and Charlie Munger, answering questions from shareholders and the media. It’s usually full of interesting and amusing comments. This article is a digest of some key points. And here’s a different take on the highlights. “I would say I’ve […]

A History of Mutual Funds

May 8, 2017

This is a republication on the web of a magazine article from 1999. It’s fairly brief, but it highlights some key points in mutual fund history in the U.S. I’ve always believed a good investor is a good historian. It’s important to take long-term perspectives such as this. Fund managers themselves are feckless forecasters. One […]


What you don’t know about retirement can hurt you. In fact, just a few wrong decisions in your investments, taxes, or estate planning could completely derail your retirement plans. Worse yet, the rules of the game keep changing, making it harder to keep up. For these reasons, I’ve assembled all the key points – everything you need to know — into one comprehensive report. Click here today for free access.

How Markets Fared in the First Third of 2017

May 4, 2017

We put the first third of 2017 behind us at the end of April and we now should take a look at how the different markets fared that month and so far this year. The big story was the U.S. dollar. You might remember that after the election in 2016, the dollar rose sharply. Investors […]

The Wrong Stock Market Bubble Predictions

May 2, 2017

Perhaps the most persistent feature of the financial world during my career is a large number of people stating that different assets are in bubbles or dangerously overvalued territory. It doesn’t matter how many times people are wrong about sighting bubbles. Investors and the media seem to flock to these negative forecasts. It’s been called […]

How to Handle a Stock Market Bubble

May 2, 2017

This thoughtful essay discusses several cases in which smart, successful investors lost money because they caved in to recent trends. The fundamentals of the investments didn’t meet their criteria, but they invested anyway, because they saw other people making a lot of money and wanted to join the party. It turns out they bought at […]

The Frye Festival Scam

May 1, 2017

Most of you probably haven’t heard of the Frye Festival. I hadn’t heard about it either until last week when the stories came out that it was a scam. You should read this story and this story to learn the details. There are important lessons here for consumers and for investors. This was a very […]

December 2020:

Congress Comes for your Retirement Money

A devastating new law has just been enacted, with serious consequences for anyone holding an IRA, pension, or 401(k). Fortunately, there are still steps you can take to sidestep Congress, starting with this ONE SIMPLE MOVE.

Log In

Forgot Password