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Social Security

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Taxing Social Security Benefits

June 16, 2016

I call them the stealth taxes because people often don’t know about the taxes before getting bitten by them. One of the stealthiest 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 when they retire and don’t […]

The Long View of Investment Returns

June 8, 2016

Bill Gross, now of the Janus Funds, wrote in his latest monthly essay about long-term investment returns. First, he pointed out how strong and consistent returns have been during his 40-year career. Despite all the bad events during this period, a long-term chart of most basic investment indexes reflect steadily-rising returns to investors. Even a […]

Social Security Links

April 29, 2016

Social Security Administration National Committee to Preserve Social Security and Medicare: Check out “Ask Mary Jane” […]

Coping with Stock Market Losses

April 8, 2016

This post is from a venture capital investor, but it has good points for most investors. The piece starts with the author being told early in his career that if he didn’t have any losses in his portfolio he wasn’t taking enough risk. Since then, he’s incurred many losses, but he’s still doing well on […]

The Accuracy of Annual Stock Market Forecasts

March 25, 2016

Each December and January I make fun of the annual forecasts that emerge from the major investment firms. They usually cluster around the 8% to 10% average annual return, the the return in any year rarely is near the long-term average annual return. This article takes stock of how those forecasts are looking some far, […]

Will the Stock Market Reverse Again?

March 23, 2016

Stock indexes opened 2016 with a steep decline. They reached a bottom on February 11 and rapidly retraced much of their start-of-the-year losses. What’s next. This statistics blog argues that another rapid decline is likely the next move. Take a look at his data and arguments, and see if you agree. In the 25 trading […]

Does the Stock Market accurately predict the Economy?

March 14, 2016

Media reports usually try to interpret the latest market results by telling us what they mean about the economy or something else. In other words, the market is said to be an information processing machine, and we need only to know how to interpret what it says. Howard Marks of Oaktree Capital disagrees. In his […]

Working With the New Social Security Rules

January 1, 2016

Plans need to be revised for those who haven’t begun claiming their Social Security retirement benefits. As we covered last month, Congress eliminated a couple of strategies that could increase lifetime benefits for savvy married couples by tens of thou-sands of dollars. Social Security benefits still are an important part of your retirement plan. The […]

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