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Social Security

Found 251 Articles.
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The Inevitability of Lower Stock Market Returns

January 18, 2018

To earn decent investment returns in the future, you’re going to have to diversify out of equities. The Philosophical Economist is back with a long article going into great detail to explain why most pension funds aren’t going to be able to achieve the 7.5% annual investment return that’s baked into their actuarial assumptions. Keep […]

Byron Wein Surveys the World – 8 Important Stock Market Indicators

December 4, 2017

In his latest monthly commentary, the Blackstone economic analyst reports on his recent travels around the globe and review of the economic data. He’s generally positive for both the U.S. and most other countries. There aren’t too many specific investment ideas in this essay, only a detailed commentary on the economic and political situations in […]

What Could Go Wrong with the Stock Market?

November 29, 2017

Bloomberg interviewed a number of long-time professional investors and asked them what worries them. Things are going well now, but another crash is possible. Each identifies the factor they think could cause another deep dive in the markets. One of Tad Rivelle’s favorite charts shows the widening gap between the value of U.S. household assets and […]

Who Invests in Stocks? Stock Market Participation

November 28, 2017

It’s generally accepted that people aren’t equally invested in the stock markets. It’s usually accepted that higher income individuals have a higher percentage of their net worth in stocks than lower income individuals. Did you know that stock market participation also varies by state? The Federal Reserve Bank of St. Louis published a paper showing […]

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Should You Opt for Social Security Lump Sum Retirement Benefits?

August 25, 2017

Do you know there’s an option to receive up to six months of benefits in a lump sum when initiating Social Security retirement benefits? Not many people do, until they apply for benefits. While a nice option, too many people are surprised by it, and don’t receive the benefit package that’s best for them because […]

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“Stealth Taxes” – How to Avoid Getting Taxed on Social Security Benefits

August 18, 2017

Have you heard of “stealth taxes?” I call them that because people often don’t know about the taxes before getting bitten by them. One of the worst stealth taxes for retirees is the income tax on Social Security retirement benefits. Some aren’t aware of the tax when they retire. Others are exempt from the tax […]

Should You Opt for Social Security Lump Sum Benefits?

July 27, 2017

Do you know there’s an option to receive up to six months of benefits in a lump sum when initiating Social Security retirement benefits? Not many people do, until they apply for benefits. While a nice option, too many people are surprised by it and don’t receive the benefit package that’s best for them because […]

Expecting Average Historic Returns

June 26, 2017

This article reports on a new survey conducted for Legg Mason. The survey says most investors expect that in the coming years they expect to earn the average long-term total return of about 8.5% from their portfolios. The article then reports that a large number of investment professionals believe that’s unrealistic and investors are setting […]

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