Retirement Articles

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estate planning

Enhancing Your Estate Planning Legacy with a Family Love Letter

November 10, 2016

Your estate plan is part of your legacy, but your legacy should be more than financial assets, material possessions and legal documents. For more and more people, the final touch to their estate plans is what sometimes is known as an ethical will. I call it a family love letter. Others have called it a […]

estate planning

5 Best Options for Meeting Estate Planning Goals Without Wills and Trusts

November 10, 2016

Many Estate Planning goals can be accomplished without wills and trusts. Using other tools can spare you some of the expense and complications of wills and trusts. These strategies also cause the assets to avoid the delay and expense of probate, transferring the title of each asset automatically to the person you intended. But these […]

Talking Investing with David Swenson of the Yale University Endowment

November 8, 2016

The longtime head of the Yale University Endowment is famous in money management circles but not so much elsewhere. In this article, The New York Times talks to him about his career, strategies for managing money, and more. In a series of extended interviews, he and more than a half-dozen of his investment-office veterans discussed […]

The Byron Wein Investment Update

November 7, 2016

The Blackstone strategist generally is bullish about the economy and U.S. stocks. In his latest monthly essay, it makes several arguments in favor of his bullish thesis. But he also writes about what worries him and what events could make his outlook wrong. My principal worry is earnings disappointment.  According to Bianco Research, revenues in […]


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Investments Tumble in October

November 3, 2016

I don’t know if the presidential election is affecting the stock market, but some analysts believe that’s the case. They also believe the stock market anticipates the election results. Their conclusion is that when the stock market rallies into election day, the incumbent party will win the election. When the market declines leading up to […]

Marginal Tax Rates for Older People

November 3, 2016

I’ve long maintained that various provisions in the tax code cause older Americans to face higher marginal tax rates than younger Americans, often much higher marginal rates. This post links to an academic study that verifies this and also shows how some other groups of Americans face high marginal tax rates. Consider, for example, the […]

A New Contradictory Study on Cholesterol

November 1, 2016

People have been told that increasing their HDL (good cholesterol) levels will increase the risk of heart disease. A new study says that’s not the case. The new study indicates HDL doesn’t counteract bad cholesterol. Instead, it doesn’t seem to do much, though low levels of HDL could be indicators of bad overall health or […]

An Argument Against Annuities

October 31, 2016

There are two broad categories of annuities. There are the simple annuities. These are immediate annuities, longevity annuities, and fixed deferred annuities. These classic, old-fashioned annuities are straightforward, easy to understand, and pay low commissions to agents and brokers. These usually are the ones I recommend in certain situations, especially to generate guaranteed income for […]

October 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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