Retirement Articles
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Understanding Investment Risk
Investors hear a lot about risk, but few of them really understand risk and risk management. If you might be in that category, or you simply want to read an excellent discussion of risk, consider this essay by Howard Marks of Oaktree Management. Marks takes on the widely-accepted academic and financial professional view that volatility […]
Economic Recovery 2010 to 2013
The economic recovery so far hasn’t been that great for most Americans. The people at the top of the economic pyramid saw their incomes increase after inflation, according to a new Federal Reserve study. But everyone else on average actually saw their incomes decline, after adjusting for inflation, from 2010-2013. Read some details here. Households […]
Some Good News on Medicare
While Medicare still has long-term funding problems because of the coming baby boom eligibility, there is some good news. The cost the program spends per beneficiary actually has been declining. This article has the details. The article is short on explanations, and it is difficult to generate them with confidence. But mostly people are using […]
Avoiding IRA Beneficiary Mistakes
Here’s a good summary of some key points to naming IRA beneficiaries. We’ve included these and more in past issues of Retirement Watch. It’s a good review for my readers and a useful introduction for those who haven’t been members yet. Clients who pay big bucks to have lawyers prepare wills and trusts often complete […]
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The Shiller P/E Ratio Deconstructed
Philosophical Economics blog goes into detail to explain why the Shiller P/E ratio (a.k.a. the CAPE ratio) has been historically high for a long time. He also points out that more traditional P/E ratios also have been historically high. After explaining why several factors cause the rise in the CAPE, the blog lists several possible […]
Your Most Important Estate Planning Decision – Executors and Trustees – Part 2
Selecting a trustee is one of the most important decisions in Estate Planning. Last month we began a discussion and focused mostly on whether your trustee should be a professional (usually a bank or trust company) or an individual. This month we’ll discuss ways you can structure the trustee’s duties and relationships to increase the […]
September 2014
September 25, 2014 04:20 p.m. Your Retirement Finance Week in Review I’m going to be out of the office most of Friday, so I’m wrapping this report and posting it on Thursday this week. A lot was weighing on the markets early in the week. After hitting new highs last week, stock indices could be […]
How to Integrate IRAs into Estate Planning
IRAs are among the most valuable assets in many estates. The right moves can maximize the after-tax value of the IRAs for the objects of your affection. Too often, not enough thought is given to the different ways IRAs can be handled in an estate plan, so the value isn’t maximized. The IRAs don’t create […]
