Bob's Journal

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Bob’s Journal for 9/26/19

September 26, 2019

Some Questions From Our Latest Conference Call Many Retirement Watch readers joined me to discuss retirement finance issues on a conference call that my publisher Roger Michalski hosted. If you missed the call or want to hear it again, a replay is available here. I took questions from listeners during the call, but we weren’t […]

Some Things That Grabbed My Attention This Week

September 19, 2019

There were some interesting developments affecting your retirement finances in the last week. We might have seen a major turning point in the stock market. If this turns out to be a lasting change, it will have a significant effect on many investors. Since the end of the financial crisis, growth stocks have outperformed value […]

Bob’s Journal for 9/12

September 12, 2019

Over the last seven days, I’ve seen several reports and developments that you should know about. August was a great month for long-term treasury bond investors. In fact, it ranks among the best ever, as I reported a couple of weeks ago. Things changed quickly last Thursday, Sept. 5. Interest rates increased sharply, and the […]

Bob’s Journal for 9/5

September 5, 2019

Even with the Labor Day break, there were many interesting developments in the markets and economy over the last week. I told you last week about the strong bull market in U.S. Treasury bonds in 2019 and especially in August 2019. But not all bond investors are participating fully. The three biggest names in bond […]

Some Things That Grabbed My Attention This Week

August 29, 2019

We’re supposed to be in the quiet days of August, but there were several important developments in the last seven days. U.S. Treasury bonds, especially long-term bonds, have had a banner year and a great month. We’re benefitting from our investment in Wasatch Hoisington U.S. Treasury (WHOSX). There are a lot of ways to measure […]

Seven (or so) Things That Grabbed My Attention This Week

August 22, 2019

There were many interesting items in the news this week. Instead of focusing on one idea in detail, I’ll briefly discuss several ideas that merit your attention. Negative interest rates are more prevalent around the globe. We’re now used to government bonds in Europe and Japan having negative interest rates, effectively charging investors for the […]

Bob’s Journal for 8/15/19

August 15, 2019

There’s a lot happening in the exchange-traded fund (ETF) world, and investors should be aware of the changes. ETFs are, by at least some counts, the fastest-growing investment vehicle ever. They were created only in the 1990s but rapidly became a favorite for many investors. Thousands of ETFs were created. At one point, it was […]

Bob’s Journal for 8/8

August 8, 2019

Investors quickly need to develop a process and policy for dealing with events and issues that are well outside the usual economic and market changes. Most investors have plans for dealing with changes in Federal Reserve policy and tax policy. They know what to do, or not do, when a short-term event or new news […]

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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