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Bob's Journal

Found 392 Articles.
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Bob’s Journal for 10/7/21

October 7, 2021

Businesses Show Confidence in the Economy Speculative-grade loans taken to pay dividends are setting records in 2021, according to S&P Global Market Intelligence’s LCD as reported in The Wall Street Journal. More than $72 billion in such loans have been taken out already in 2021, with the proceeds used to pay dividends. Though almost three […]

Bob’s Journal for 9/30

September 30, 2021

U.S. Household Net Worth Surges Rising prices for stocks and homes have been good for the balance sheets of U.S. households, according to a quarterly report from the Federal Reserve. The total net worth of all U.S. households increased by $5.8 trillion in the second quarter of 2021 to $141.7 trillion. The largest contributors to […]

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 […]

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