Retirement Watch Weekly
Retirement Tax Strategy: Are You a Trader or Investor?
Retirees often earn most of their income from their investments. As such, interest, dividends and capital gains often pay the bulk of their expenses. Some retirees devote so much time and attention to their investment portfolios that they believe investing has become their job or business. And that begs the question: Can a retiree – […]
Spotting Changes in the Global Economy
One of the first places to spot changes in the global economy is in the economic surprises index. The best-known economic surprises index is prepared by Citigroup. The index doesn’t track whether economic data is positive or negative, improving or declining. Instead, it tracks whether the data is better or worse than the expectations of […]
Did The Census Bureau Create The Retirement Crisis
The Investment Company Institute issued a new study of retirement plan participation and concluded previous studies understate retirement plan participation. The new study looks at tax data. Previous work on the subject relied primarily on Census Bureau data. The new study pointed out flaws with the Census Bureau data, and that the Census Bureau changed […]
15 Ways to Increase After-Tax Income in Retirement
Interest rates have increased since late 2017, but not enough to help most retirees. Traditional retirement income investments still pay yields near historic lows. Yet, risks are high because interest rates are rising and investors seeking yields have stretched the values of high-yielding investments. In this seminar, you’ll learn how to navigate this difficult situation. […]
Yale Endowment Vs. Warren Buffett
The Yale Investment Office, which manages the Yale Endowment, devoted a couple of pages of its 32 pages annual report to explaining why it disagrees with Warren Buffett’s advocacy of index investing. The report points out that the endowment has had very strong returns for many decades and delivered returns better than index investors. It’s […]
Technology And The Future Of Wall Street
Human traders are being phased out of the stock markets and technology is taking over. This article describes how only three firms are in a position to develop and manage the technology needed to trade and manage all that trading. it talks about all the money the three firms are pouring into technology, their attempts […]
Mario Gabelli Speaks
Here’s a recent interview with investment manager Mario Gabelli, now 75 years old. The interview covers a range of topics including passive investing (he’s not worried about it), large tech companies, the future of media, and the stock market correction. “The big issue is our $500 billion trade deficit, the $1 trillion budget deficit, the […]
How to Protect Your IRAs for Beneficiaries: A Simple Estate Planning Guide
How do you increase the odds your IRA will last for a long time? Be sure your beneficiaries know what they need to do! Many people have substantial balances in traditional IRAs. Often, a prime goal is for the IRA to help provide for the next generation or two. One way to do so is […]
