Retirement Articles

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Buffett vs. Lynch

February 15, 2017

This article dives into detail to answer the question whether Peter Lynch or Warren Buffett is the better stock picker. It argues that Buffett isn’t really a stock picker. He profited from different factors, such as value and quality. Buffett benefited from leverage. He also didn’t have to deal with investor outflows the way a […]

Biggest Retirement Surprises

February 15, 2017

This is an unscientific survey from The Wall Street Journal. One of its columnists, Glenn Ruffenach, recently answered a reader’s question about the biggest surprises he found in retirement. He then asked readers to submit their biggest retirement surprises and received a lot of responses. You might need a subscription to read the article. Some […]

Investing amid the Uncertainty in Washington

February 9, 2017

Perhaps the most asked question by investors these days is: How do I adjust my portfolio for the new administration in Washington? We’re in a period of what I think is unusual uncertainty in the markets. Before considering any potential change in policies, uncertainty already was very high. As you know, we’re still dealing with […]

Family Finances Miscommunication in Estate Planning

February 7, 2017

A new survey from Fidelity confirms what we already knew. Parents don’t tell adult children much about their finances or estate plans, but the parents think they’ve presented full details. Not having the discussions or delaying them leads to confusion, hampers planning, and eventually costs the family a lot of money and missed opportunities. The […]


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.

Mutual Fund Managers of the Year

February 3, 2017

Morningstar has issued its list of fund managers of the year for 2016. There aren’t any surprises on the list. Dodge & Cox Balanced, a long time recommendation in Retirement Watch, is the asset allocation fund of the year. Oakmark International and a T. Rowe Price stock fund also are perennial stars. Don’t use this […]

Finding Interesting Opportunities outside the United States

February 2, 2017

While investors are focused primarily on the U.S. economy and markets, they’re missing some changes in Japan and Europe. Let’s start with Europe. Many analysts have been negative about Europe for a while, especially since the “Brexit” vote last June when U.K. citizens chose to leave the European Union. But Brexit is going to be […]

Stocks vs. Treasury Bills: Which is the Highest Performing Investment

February 2, 2017

Are stocks really the highest-returning investment? Research argues that treasury bills outperform all but a handful of stocks over the long-term. Here’s the research, and here’s a review of it. Most common stocks do not outperform Treasury Bills. Fifty eight percent of common stocks have holding period returns less than those on one-month Treasuries over […]

Criticizing “A Case Against Sugar”

February 1, 2017

Here’s something you won’t see much of. It’s a review of the book, The Case Against Sugar, that largely disagrees with the book’s thesis for the most part. The problem is the book argues that everything bad is the cause of sugar consumption. Stephan Guyenet argues that a series of acts and conditions lead to […]

November 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.

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