Bob's Journal
Found 464 Articles.
Get access to our full article archive by subscribing to Retirement Watch and Retirement Watch Spotlight Series.
Bob’s Journal for 7/14/22
Buyers of ESG Funds Should Beware Environmental, social and corporate governance (ESG) stocks and funds are one of the hottest trends in investing. But as with most investment trends of the past, investors should look past the hype to the facts. To some people, the “S” stands for sustainability. An ESG investor buys stocks of […]
Bob’s Journal for 7/7/22
Mark your calendar now and join us for Eagle Financial’s FREE Online Trading Event: “How the World’s Most Trusted Experts are Trading the Second Half of 2022.” (July 27, from Noon to 5 p.m. Eastern). The event is 100% FREE, and you’ll get to hear firsthand how our five Expert Analysts (plus one special guest) […]
Bob’s Journal for 6/30/22
Did You See How the Indexes Changed? A number of popular stock market indexes were changed, and the updates will surprise some investors. Many index investors believe they’re investing in “the market” and that their investments aren’t actively managed. That’s not really the case. The indexes are portfolios of stocks that are selected by committees, […]
Bob’s Journal for 6/23/22
Behind the Headlines of the Social Security Report The annual report from the trustees of Social Security was released in early June. The headline of most media stories was that the trust fund was estimated to last a year longer, until 2035, than was estimated last year. But the details of the report are what […]
Bob’s Journal for 6/16/22
Medicare Premiums Might Decline in 2023 Medicare beneficiaries were surprised in late 2021 by the announcement that the Part B premium would increase by 14.5% for 2022 from 2021’s level. They might receive another, but a very different, surprise in late 2022. The Part B premium for 2023 might be lower than 2022’s premium. Part […]
Bob’s Journal for 6/9/22
Social Security Trust Fund Is a Little More Solvent The Board of Trustees of Social Security issued its latest annual report last week and estimated the retirement trust fund will last one year longer than was estimated last year. While the pandemic recession in 2020 was worse than anything the trustees had anticipated in previous […]
Bob’s Journal for 6/2/22
How Investment Markets Have Changed Over the last four decades, investors came to believe certain relationships and trends in the markets were inviolate and permanent. Investment rules and strategies were developed around these relationships. It’s time to reconsider those beliefs. Historic bull markets in stocks and bonds began in 1982. The Federal Reserve changed its […]
Bob’s Journal for 5/26/22
The Stocks that Led the Market Indexes Higher are Leading Them Down in 2022 It always is interesting to look into the details of the stock market indexes to identify the stocks and sectors steering the indexes. It is especially interesting to do so after big market moves. You’re probably aware that after the pandemic […]
