Retirement Watch Weekly
Bob’s Journal for 6/20/19
Central banks might have to be very creative to maintain economic growth in the next few years. Global markets jumped Tuesday after European Central Bank (ECB) President Mario Draghi indicated more monetary stimulus was likely on the way. Only a few months ago, the ECB president was talking about ending the bank’s asset purchase program […]
How To Resolve Estate Planning Disputes: The Funeral & Burial
The post-mortem activities involving baseball great Ted Williams spotlight an Estate Planning issue that rarely is discussed: Who has the final say on the funeral and burial arrangements? Most of you will recall that after Ted Williams passed away, his son apparently had the body flown to a firm in Arizona, where the body was […]
How to Invest During the Fed’s Great Pause and With Fading Tailwinds: Investment and Economic Review
In my new Retirement Watch Spotlight Series, I’ll share my newest breakthrough strategies for protecting your assets and growing your portfolio, including how to prepare for the next market downturn. Click here now to learn more. […]
Bob’s Journal for 6/13/2019
In order to learn what’s been happening in the economy and what investors expect to happen in the future, conduct a survey of recent returns for different investments. Let’s start with bonds, which do well when inflation is either low or falling and when economic growth is declining. Long-term treasury bonds rose 12.42% in the […]
How To Involve Your Children in Your Estate Plan
Of course it’s a good idea for parents to talk with their children about money from an early age… But it’s never too late to start… if you didn’t start early. First, you need to be clear what the money means to you and what its purpose is. You also should know what’s important to […]
Bob’s Journal for 6/6/2019
Federal Reserve officials must be dizzy from the numerous policy changes that they’ve made the last few years. Investors and markets are being taken along on the ride. Only last September, Fed officials were making it clear that they wanted to raise interest rates to near historic averages within the next few years. They believed […]
Forget Estate Planning: Follow This “Inheritance Plan” Instead to Help your Heirs and Beneficiaries
Estate Planning isn’t “all about the money.” At least, it’s not if you want the plan to be successful. Likewise, I’ve said for years that estate planning isn’t all about taxes. Truth is, you need an estate plan even when the estate isn’t likely to be hit with federal estate taxes. You also need to […]
Bob’s Journal for 5/30/19
The conflicts between the United States and China are escalating and having stronger effects on markets. When the conflicts began less than two years ago, markets would react. The reactions often were to presidential tweets but the effects on the markets weren’t lasting. Subsequent news reports, interviews or other tweets convinced investors that the two […]
