Retirement Articles
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Bob’s Journal for 6/13/2019
In order to learn what’s been happening in the economy and what investors expect to happen in the future, conduct a survey of recent returns for different investments. Let’s start with bonds, which do well when inflation is either low or falling and when economic growth is declining. Long-term treasury bonds rose 12.42% in the […]
How To Involve Your Children in Your Estate Plan
Of course it’s a good idea for parents to talk with their children about money from an early age… But it’s never too late to start… if you didn’t start early. First, you need to be clear what the money means to you and what its purpose is. You also should know what’s important to […]
Bob’s Journal for 6/6/2019
Federal Reserve officials must be dizzy from the numerous policy changes that they’ve made the last few years. Investors and markets are being taken along on the ride. Only last September, Fed officials were making it clear that they wanted to raise interest rates to near historic averages within the next few years. They believed […]
Forget Estate Planning: Follow This “Inheritance Plan” Instead to Help your Heirs and Beneficiaries
Estate Planning isn’t “all about the money.” At least, it’s not if you want the plan to be successful. Likewise, I’ve said for years that estate planning isn’t all about taxes. Truth is, you need an estate plan even when the estate isn’t likely to be hit with federal estate taxes. You also need to […]
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Bob’s Journal for 5/30/19
The conflicts between the United States and China are escalating and having stronger effects on markets. When the conflicts began less than two years ago, markets would react. The reactions often were to presidential tweets but the effects on the markets weren’t lasting. Subsequent news reports, interviews or other tweets convinced investors that the two […]
Bob’s Journal for 5/23
The first-quarter gross domestic product (GDP) estimate led many investors to believe that the economy is stronger than it really is. The estimate indicated that GDP grew at a 3.2% annualized rate in the first quarter. That’s a big jump from the 2.2% rate of the fourth quarter of 2018. A major reason for the […]
Why the Fed and the Markets Are in Conflict
The Federal Reserve successfully used its messaging ability to stem the economy’s decline and help investment markets. But what comes next? The Fed tightened policy too much in 2018. The effects were felt globally. Economic growth slowed and most asset markets declined. Market interest rates rose higher than the interest rates the Fed controls. The […]
Tax Secrets of Mutual Funds
Many mutual fund investors focus on the fees they pay but don’t pay enough attention to the taxes on their investment returns. Taxes are a greater drag on net investment returns than expenses and fees, according to a study by Rob Arnott of Research Affiliates. Most investors leave a lot of money on the table […]
