Retirement Articles

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Index Funds Causing the Death of Stock Picking?

October 28, 2016

The Wall Street Journal had a series of articles on its web site on October 17 with headlines such as “The Dying Business of Picking Stocks” and “Index Funds are Taking Over the S&P 500.” The articles detailed the now well-known increase in the number of dollars being invested in stock indexes instead of active […]

Central Bankers Pushing on a String

October 27, 2016

October 27, 2016 Central Bankers Pushing on a String Investors are becoming complacent just at the time when they shouldn’t. As bankers ramped up quantitative easing (QE) after 2008, many investors remained cautious. Surveys showed investors holding large allocations to cash as QE pushed the prices of stocks, bonds, and other assets higher. Now, it […]

The Dogs of the Dow are Back

October 26, 2016

A simple investment strategy that works well over the long term is to buy the five stocks listed in the Dow Jones Industrial Average with the highest dividend yields. Readjust the portfolio annually to hold the newest highest-yielders. The strategy doesn’t work well every year, but it’s doing very well in 2016. To be sure, […]

The Stealth Interest Rate Increase

October 19, 2016

I’m going to be busy at the MoneyShow Dallas this week, so I prepared this week’s update a day early, on Wednesday morning. Next week we’ll be on the regular schedule. People are focusing too much on the Federal Reserve and when it might raise interest rates. That’s caused them to miss the rate increases […]


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.

More Changes to Medicare

October 17, 2016

The government issued new regulations describing changes in the way the program will compensate doctors in coming years. Authorized by a law enacted last year, the changes are significant and will be phased in over several years. The aim, as always, is to increase quality of care while reducing Medicare’s costs. The regulations, however, are […]

Finding the Short-Term Tailwinds

October 13, 2016

The long-term economic and market picture still isn’t an attractive one. Many shorter-term trends, however, are positive. Too many investors and analysts are missing opportunities because they are worried about the long-term, how the presidential election might affect markets and other noise. The things that really matter to markets are pointing to several opportunities. The […]

How Even Sophisticated People Are Scammed

October 13, 2016

People who never expected to be victims of scams and frauds often are victimized. The stereotype is that older people with reduced cognitive abilities are the most likely to be scammed. But many other people are vulnerable, and those who don’t fit the stereotype need to stay alert for potential scams. Self-confidence is one factor […]

Timing Your Investment Sales, Gifts and More

October 13, 2016

We’re heading into the end of the year. For many people, this is an opportunity to minimize your income taxes for the year, especially capital gains taxes. Actions you take, or don’t take, the rest of the year could have a substantial impact on your 2016 tax bill. Before we dive into the details, keep […]

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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