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Bob's Journal

Found 463 Articles.
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March 2014

March 1, 2014

March 28, 2014 04:14 p.m. Your Retirement Finance Week in Review Periods of low volatility in the markets often are followed by periods of high volatility. Stock market volatility in 2013 was low, and it’s been followed by a lot of volatility in the first quarter of 2014. But the volatility has taken investors on […]

February 2014

February 1, 2014

February 28, 2014 04:15 p.m. Your Retirement Finance Week in Review New Fed Chairman Janet Yellen this week said things a number of investors apparently wanted to hear. Her words shouldn’t have surprised or made a difference to anyone who pays attention, but they apparently did. Yellen said that it is too early to tell […]

January 2014

January 1, 2014

January 31, 2014 06:00 p.m. Your Retirement Finance Week in Review I’m heading home from the large gathering at the Orlando World MoneyShow, which wrapped up today. If you missed the show, parts of it still are available free at the internet eShow version. For details, click here. A number of investors were shocked the […]

December 2013

December 1, 2013

December 20, 2013 04:50 p.m. Your Retirement Finance Week in Review We’ll be on a reduced schedule the next couple of weeks. I won’t send a letter next Friday, December 27, and probably won’t send one on January 3, 2014. I hope everyone has a good holiday season. I look forward to meeting you at […]

November 2013

November 1, 2013

November 29, 2013 04:25 p.m. Your Retirement Finance Week in Review I hope each of you is having an enjoyable and relaxing Thanksgiving weekend. I am, and I am thankful for the many positive comments I continue to receive from Retirement Watch readers. Too many investors lack a strategy for managing their investments. That makes […]

October 2013

October 1, 2013

October 25, 2013 11:45 p.m. Your Retirement Finance Week in Review Investors need to be careful now when reviewing three- and five-year returns for mutual funds. We’re past the five-year anniversary of the worst of the financial crisis, and stock indexes have recovered dramatically from that point. Most stock-based mutual funds are going to have […]

September 2013

September 1, 2013

September 27, 2013 06:30 p.m. Your Retirement Finance Week in Review You can look for interest rates to decline in coming months. Most investors and analyst concluded from the Fed’s taper talk in May and June that interest rates were on an endless upward rise. Markets pushed rates substantially higher. The Fed didn’t have to […]

August 2013

August 1, 2013

August 30, 2013 05:15 p.m. Your Retirement Finance Week in Review The week started with the big news being about potential military action against Syria. The increased potential for an action moved markets. But as the week went on, the data started to move markets. The most recent data is weaker than the lagging data, […]

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