Retirement Articles

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Revisiting the 4% Rule

October 7, 2016

I’ve been a long-term critic of 4% as the “safe spending rate” or the 4% rule. The basic premise of the 4% rule is that to ensure your nest egg lasts through retirement, you should withdraw no more than 4% the first year and increase it by the inflation rate each year after that. This […]

The Third Quarter Surprises Analysts — Again

October 6, 2016

The third quarter was another one full of surprises for those trying to anticipate the markets. Let’s take a look at what the major asset classes did during the quarter. Despite a lot of negative headlines and pessimistic analysts, stocks had another good quarter across the globe. The S&P 500 rose 3.78% for the quarter, […]

Anatomy of Penny Stocks

October 3, 2016

The penny stock world often attracts investors looking for the big score. They’ve heard stories of investors buying Xerox or IBM when they first went public and were at very low prices. A few decades later early investors were multi-millionaires. But the penny stock world also is full of risky companies and some outright scams. […]

An Update on the Effects of Brexit

September 29, 2016

Do you remember Brexit? That was when a majority of those casting votes in the United Kingdom were in favor of leaving the European Union. The initial forecasts were that the vote would be both a short-term and a long-term disaster for the United Kingdom and Europe. Global markets for risk assets (stocks, commodities, real […]


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.

Analyzing the TED Spread

September 28, 2016

The TED Spread is a simple quantitative tool that some analysts use to gauge the level of risk in the markets. When the spread gets too wide, they say, it’s time to sell some assets. I bring this up because the TED Spread’s been rising lately. Here’s a good analysis of the TED Spread. Like […]

Anticipating Future Stock Market Returns

September 28, 2016

Meb Faber summarizes a talk he recently gave about valuations and what they say about likely future returns. He doesn’t make forecasts. He looks at the probabilities of different scenarios and what the returns are likely to be in each of those scenarios. The outcomes aren’t very positive for investment positions taken today. Historical returns […]

Steve Eisman, A Big Short, Gives His Current Views on the Economy and the Stock Market

September 23, 2016

Steve Eisman is one of the people given credit for seeing the mortgage/housing crisis coming and benefiting from the collapse. He’s been quiet the last few years. But this post describes his latest speech, in which he describes what he thinks is likely to be a good short position and a possible source of a […]

Investing in MLPs vs. Infrastructure Companies

September 23, 2016

Here’s an interesting post comparing investing in master limited partnerships to investing in infrastructure companies, including MLPs. It makes a number of good points and focuses on comparing two ETFs that initially appear to be similar but have very different holdings and performance over the last few years. It concludes that MLPs largely have morphed […]

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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