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Bob's Journal

Found 383 Articles.
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Some Notable Events That Grabbed My Attention This Week

August 25, 2022

Big Announcement: My next book is at the publisher being prepared for publication. You can make a pre-publication order or review the book by clicking here and here, respectively. More of Retirees’ Social Security Benefits Pay for Medical Expenses As you know, Medicare isn’t free and doesn’t cover all retirement medical expenses. A good retirement […]

Bob’s Journal for 9/23/21

September 23, 2021

The Evergrande Collapse and Global Stocks Last week when I wrote about the “Red Light for Some Stocks” in this email, I didn’t mean for the markets to take it as a broad sell signal. Major stock market indexes have been mostly declining since peaking on Sept. 2. The declines accelerated over the last week, […]

Bob’s Journal for 9/16/21

September 16, 2021

Investment Lessons from 9/11 Much of the country marked the 20th anniversary last Saturday of the attacks of September 11, 2001. There are some investment lessons to learn from that period. At the time I was on the Board of Trustees of the Virginia Retirement System (VRS). The VRS had a firm policy of rebalancing […]

Bob’s Journal for 9/9/21

September 9, 2021

It’s Past Time for Congress to Fix Social Security The Trustees of Social Security and Medicare last week finally issued their 2021 annual report. The news wasn’t good, but not as bad as many expected. Normally, the trustees issue their annual report sometime in the spring, but they took extra time this year for further […]

Bob’s Journal for 9/2/21

September 2, 2021

Be Sure Your Tax Person Is Serious About Data Security The cyber thieves changed targets over the last few years, and you need to protect yourself from their new strategies. For a long time, the cyber thieves would steal data from individuals using various schemes. Then, they’d file income tax returns in the names of […]

Bob’s Journal for 8/26/21

August 26, 2021

Older Adults Less Likely to Need Senior Care Residences Technology, medical improvements and better habits combined to make older Americans more independent than 10 years ago, causing a lower percentage of them to move to nursing homes or assisted living facilities in 2019 than in 2010. Those are the results of the annual National Health […]

Bob’s Journal for 8/19/21

August 19, 2021

How Stock Sectors Fared in the ETF Revolution Exchange-traded funds (ETFs) of the S&P 500 sectors began trading on December 22, 1998. We can look at the returns to see how the different sectors have done. Unlike published stock indexes, these are real returns available to investors after expenses and in real-time trading. It is […]

Bob’s Journal for 8/12/21

August 12, 2021

Consumer, Business Spending Strong and Likely to Remain Strong Recent reports showed household spending has been strong, but it might be stronger and more sustainable than the data show. Household spending, as measured by the Personal Consumption Expenditures report, rose by 1% in June and was well above the pre-pandemic spending level. Some economists expect […]


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