Retirement Articles
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How to Manage Your Estate Planning without Wills, Trusts, and Probate
You might be surprised to learn that many Estate Planning goals can be accomplished without wills and trusts. In fact, 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 […]
Advice From Harry Markowitz on Investment Diversification
Markowitz was a Nobel Prize winner in Economic Science and is credited with establishing the foundation of modern portfolio management. This article reminds us of Markowitz’s advice for every investor: “Diversify,” Nobel-Prize winner Harry Markowitz once responded when asked how investors should approach the stock market. “And if I had to offer a second piece […]
IRS Okays Backdoor Roth IRA
The Backdoor Roth IRA is a strategy available to someone who wants to contribute to a Roth IRA but whose income exceeds the contribution limit. The person can make a nondeductible contribution to a traditional IRA, and then convert that amount to a Roth IRA. There should be no income taxes on the conversion, if […]
Explaining Rising Stock Markets in the Midst of a Tariff War
In the last week, many market watchers probably saw an apparent contradiction: U.S. stocks were on the rise despite a global trade war and various geopolitical tensions. Why, and how, could this be the happening? Explaining short-term changes in the markets is always difficult and risky, but I’m going to try. Financial engineering by American companies […]
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A Fresh Look At The Yield Curve
Many economists say they’re worried about the economy, because the yield curve is flattening. The yield curve does have a good record of forecasting recessions ahead of time, but the details are important. In these times of unusual monetary policy, it’s important to take a close look at the details and the history. This blog […]
Estate Planning to Improve Your Financial Power of Attorney
It’s one of the most overlooked and understated pieces in most peoples’ estate plans… The Power of Attorney. And it’s so much more than simply deciding who manages your affairs when you can’t. So today let’s review more tips on how to navigate this vital step in the estate planning process. Which actions can the […]
Saving Underfunded Retirement
Morningstar conducted a study of the best ways for someone who hasn’t saved enough for retirement to ensure a comfortable retirement. It found that taking a number of relatively small actions are the best approach, because there’s no one big action that’s has a high probability of success. The worst action to take is to […]
Bob’s Journal
I hope each of you had an excellent July 4 holiday. In this holiday-shortened week, let’s diverge from our usual Bob’s Journal entry. This week let’s take a look at a crime that has touched or scared almost everyone: identity theft and cybercrime. I share the insights from a published interview with Frank Abagnale, author […]
