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Retirement Articles

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The Roots of Today’s Growth

May 18, 2017

Remember the global panic of early 2016? The recent economic growth and market strength had their roots there. You might remember that in late 2015, investors started to see warning signs in China. China’s stock markets had a very strong 2015, largely because regulators had changed the rules to allow more leveraged investing. As 2015 […]

Two Interesting Health Articles on Alzheimers

May 18, 2017

I know many of you have an interest in Alzheimer’s research and treatment because you’ve known someone with the disease. This article has an interesting take on the Food and Drug Administration (FDA) and its approval process for drugs. The thesis is that the FDA’s approval process is too restrictive. The result is that drugs […]

Affluent Retirees Scared to Spend During Retirement

May 17, 2017

America’s affluent retirees are sitting on piles of cash that they don’t want to spend. A new survey points out that many people who are in their 80s today have more wealth than they did in their 60s and 70s, and that’s because they steadily reduce their spending each year. Further probing found that the […]

Nursing Home Arbitration Agreements are Binding

May 17, 2017

Nursing homes have been joining the list of companies that require customers to sign agreements waiving their rights to go to court. Any disagreements must be taken to arbitration. A Kentucky court had found that the agreements weren’t binding when an agent for a nursing home resident signed the agreement on the resident’s behalf, unless […]


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A Theory Why Stock Market Volatility is Low

May 12, 2017

Many investors have noticed that market volatility has been very low in 2017, and they’re developing theories. Some point to history and say low volatility indicates a major move is about to happen, and that is usually is a negative move. But there are other theories. This theory says that investors live and learn, and […]

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 […]

April 2021:
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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