Retirement Articles
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Market Turmoil Offers Economic Insight
The recent stock market decline reveals a lot about the economy. Until the last few weeks, the lagging sectors in the stock market were the interest-rate-sensitive sectors. Joining them were low-quality companies, including those with the weakest balance sheets. Home builder stocks were some of the worst performers during that period, followed by utilities and […]
5 Ideas to Simplify Your Financial Life
Most people find the financial part of their lives too complicated. Over and again, I’ve found that complicated finances lead to procrastination and stress. Too much time is spent simply organizing papers and data to figure out where things stand. By then, you’re too exhausted to make decisions or implement changes. If that sounds like […]
Dear Reader (November 2018):
Almost everyone uses heuristic techniques. Unfortunately, the ways many people use them in their finances diminishes financial security. Heuristic is a fancy word for a short cut or rule of thumb. A formal definition is that it is a practical method for solving a problem, one that is not guaranteed to be optimal or perfect. […]
The Limits Of Forecasting
As Hurricane Florence approached and then pummeled the mid-Atlantic coast, Elaine and I studied weather forecasts. We weren’t expecting a direct hit from the storm, but a lot of rain and strong winds were possibilities. Each time the storm shifted, so did the forecasts. During the week, forecasts for our area shifted from three to […]
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Making Plans as a Turning Point Approaches
The tumble in global markets that took hold in October was widespread, leaving few investments untainted. Because we strive to be diversified and hold assets with margins of safety, many of our positions held up better than the market indexes. We won’t need to clean house in our portfolios this month, because we haven’t been […]
Markets Are Reacting to Tighter Money
One of the best-returning periods ever for financial assets is ending. Beginning in 2009, global central banks pumped money into the markets in an attempt to boost economic growth by increasing wealth. It largely worked. A traditional balanced portfolio of 60% U.S. stocks and 40% U.S. bonds had one of its best nine-year periods ever. […]
How Year-End Tax Planning Is Different in 2018
Year-end tax planning is different this year, because of last year’s Tax Cuts and Jobs Act. Unlike last year, we are approaching the end of 2018 with certainty about most details of the tax law for this year, next year and probably a few years after that. This allows more multi-year tax planning than has […]
Defeating the Greatest Retirement Fear
Even affluent Americans are concerned that soaring medical bills will reduce their Retirement standards of living and diminish their estates. This is the time of year when you can do something about it. Medicare Open Enrollment season runs from Oct. 15 – Dec. 7 each year. Sign up during this period for coverage that begins […]
