Bob's Journal
Found 464 Articles.
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Bob’s Journal for 3/24/22
Market Recovery vs. Dead Cat Bounce The S&P 500 rose 6.15% in the week ending last Friday, March 18. Did that surge indicate the end of the market decline since last November’s peak? Or was it the proverbial dead cat bounce? For some perspective, I looked at the last two extended bear markets, one from […]
Bob’s Journal for 3/17/22
The Surge in Energy Stocks It is hard to believe the numbers on the 2022 rally in energy stocks. Not long ago, you almost had to pay investors to hold energy stocks. All commodities, including energy commodities, were in long-term bear markets. In addition, governments globally were ramping up their campaigns to encourage businesses and […]
Bob’s Journal for 3/10/22
Most People Want the Guaranteed Paycheck in Retirement We’re in the first generation of retirees who rely primarily on 401(k)s and other savings instead of pensions for retirement income. But the change wasn’t the idea of employees, and it looks like workers prefer the old system. The change was instituted by employers and government policies, […]
Bob’s Journal for 3/3/22
Act Before March 25 to Lock in The Best Long-Term Care Insurance Benefits The cost of the best long-term care insurance (LTCI) plan around is scheduled to increase, but you can beat the price increase. My friend and top insurance expert, David Phillips, recentl5y alerted me to the scheduled price increase. But my readers who […]
Bob’s Journal for 2/24/22
Where to Find Income and Safety Today Bonds don’t belong in most portfolios right now. We discussed that in detail in our latest teleforum exclusively for Retirement Watch and Spotlight Series members. Click the link for a replay. Bonds aren’t providing income today. Despite the recent increases, interest rates still are historically low. What’s worse, […]
Bob’s Journal for 2/17/22
Some Notable Events That Grabbed My Attention This Week How does a portfolio earn decent income and have the benefits of diversification when inflation and interest rates are rising and bond values are falling? How can you protect retirement income from falling stock prices? We provided the answers in last week’s members-only teleforum with my […]
Bob’s Journal for 2/10/22
Stock Picking Matters More Now Index investing is great in a bull market, but active investing (or stock picking) can be safer when the Federal Reserve stops supporting markets. When the Fed’s pumping liquidity into the markets and investors are buying index funds, stocks that recently have done well continue to outperform. That’s because the […]
Bob’s Journal for 2/3/22
Watch Bonds, Not Stocks The financial media focuses on the stock market, but you can learn a lot more by watching the bond market. Usually, when stock prices head south, bond prices do the opposite. So far in 2022, things have been different. Stocks and bonds declined at the same time. The S&P 500 was […]
