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Bob’s Journal for 7/17/19

July 18, 2019

The S&P 500 has been setting records, but they’re not as impressive as they seem at first. The stock index hasn’t entered the second half of July with a year-to-date percentage gain this large since 1998. There have been only eight years since 1928 (the first year of the S&P 500) that the gain at […]

August 2019 Newsletter

July 16, 2019

Find out about our latest recommendations, and all of the most recent market-moving news, in the newest issue of Retirement Watch that has just been completed. I invite you to download the issue as soon as you have a chance. As a valued subscriber, we want you to have this information as quickly as possible. […]

estate planning

How to Use Life Insurance Under the New Estate Tax Laws

July 16, 2019

Because of the still relatively new estate tax regime, some factors and tools of estate planning need to be looked at differently than before. Here’s the first area we’ll review… Life insurance. Traditionally the main reason to buy permanent life insurance was to help pay for estate taxes. The number of people with that need […]

How to Find the Annuity That Will Help You Meet Your Goals

July 12, 2019

More and more of the Baby Boomers and the generation before them are looking at annuities. That’s why annuities sales are increasing after bottoming out a few years ago. Annuities have a lot of critics, and some of the criticism is deserved. But annuities also have a lot of benefits, if you buy the right […]

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Bob’s Journal for 07/11

July 11, 2019

The technology sector is changing in ways that investors need to know. Technology has been the leading sector in the economy for some time. The growth and innovation in the sector has been a significant contributor to overall economic growth. Developments in tech have benefited most sectors of the economy. Companies have become more competitive […]

estate plan

Grantor Retained Annuity Trust vs. Charitable Lead Annuity Trust

July 9, 2019

There are two standard trusts that can be used aggressively to nearly eliminate estate and gift taxes… While getting substantial amounts of property out of your estate: The grantor retained income trust and the charitable lead trust. These strategies are ideal for rapidly appreciating property, such as stocks in a bull market. The strategies are […]

Bob’s Journal for 7/3/19

July 3, 2019

Several interesting and important data points caught my attention this week and merit your attention. You might have seen reports noting that this month, the U.S. economy set a new record. The 121-month recovery since June 2009 is the longest period the economy has gone without a recession. The previous record was set from March […]

Bob’s Journal for 6/27

June 27, 2019

It is a good idea for investors to keep an eye on the market performance of semiconductor companies. I don’t recommend using only one indicator to assess where the market is likely to head, but the semiconductors have a good history of tipping us off to market and economic downturns. This makes a lot of […]

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