Retirement Watch Weekly
4 Trusts That Still Improve Your Estate Plan after Tax Reform
What you don’t know about retirement can hurt you. In fact, just a few wrong decisions in your investments, taxes, or Estate Planning could completely derail your retirement plans. Worse yet, the rules of the game keep changing, making it harder to keep up. For these reasons, I’ve assembled all the key points – everything you need to know — into one comprehensive report. Click here today for free access. […]
Legacy Planning: 5 Ways to Enhance Your Legacy in Your Estate Planning
Not all gifts are created equal, especially charitable gifts. That’s why legacy planning can be a powerful part of your estate plan. You can leverage the benefits of your gifts, enhancing the financial security of yourself and your heirs while being philanthropic. Estate planners often refer to these strategies as planned gifts or planned giving. […]
How to Know if Stocks are Too Expensive?
Dr. Ed Yardeni says they aren’t, using the real earnings yield as a measure. He also explains why he likes this measure of value over others and what it’s saying today. As I observe in my book, there are lots of valuation models. None are infallible. None are right all the time. I like the […]
Knowing What Your Index Fund Invests in
Investors need to be aware of changes in the major stock indexes. Index fund investors, of course, need to know how the indexes are composed so they’ll know what’s in their portfolios and the risks they are taking. Investors in non-index, or active, funds should know what’s in the indexes, because mutual funds usually are […]
Charlie Munger’s Secrets to Successful Investing
It’s pretty easy to do and it’s not much of a secret. But this article says one of the keys to Charlie Munger’s success is that he reads a lot. Any time he is waiting is spent reading, and he often arrives early for meetings and other scheduled events so he’ll have some time to […]
Where to Live in Retirement? The Halfback Movement Returns
In the first edition of The New Rules of Retirement I talked about the halfbacks. These are people from the northern part of the U.S. who retired to Florida or Arizona and then decided they didn’t like various aspects of living in those traditional retiree havens. But they didn’t want to back to where they […]
ETF Investing: Thoughts On An ETF Crash
Some analysts criticize ETFs that invest in certain kinds of assets. They point out that the ETFs have more daily trading volume than the underlying assets they buy, or at least trade a substantial percentage of that underlying volume. What happens, then, when a lot of investors want to sell the ETFs and few want […]
Digital Currencies In Your IRA?
The ways to invest in digital currencies, also known as cryptocurrencies, are increasing. Naturally, businesses want to be able to tap the large IRA market for cryptocurrencies. This article describes a new index fund that tries to invest in an assortment of digital currencies. Be warned, though, it isn’t the traditional index fund. It’s only […]
