Retirement Watch Weekly
Byron Wein’s 10 Stock Market Investment Surprises
The BlackStone strategist published his annual list of 10 potential surprises for the coming year, plus five runners up. Byron Wein emphasizes that these aren’t predictions of what will happen. These are events most people discount but that he thinks have at least a 50% probability of occurring. It’s interesting reading every year. He reviews […]
Evaluating the Aging Bull
After eight years of strong returns, is it time to consider selling U.S. stocks? Periods of strong returns make many investors nervous. Through 2017, we documented the extended periods of gains in the major market indexes without interruptions by significant declines. These periods without declines are at or near record lengths. The S&P 500, for […]
Long-Term Care Insurance Premiums Decline
After years of steady increases, premiums on traditional long-term care insurance policies declined in 2017, according to the American Association for Long-Term Care Insurance. A couple in their 60s today can expect to pay $3,490 annually for policies that will pay $666,000 in benefits at age 85. According to the 2018 LTC Price Index, the […]
Real Estate Investing and Financial Security
Wall Street pushes financial assets as the route to financial independence. But several studies I’ve seen say that real estate is the key difference between the very wealthy and others. This article says that land is at least as important and might be the key difference between the 1% and others. But ignoring land is […]
Most Retirees Regret Not Saving More For Their Retirement
Here’s something you can share with your grandchildren or adult children if you’re already in or near retirement. More than half of adult Americans say one of the great regrets of their lives is not saving more for retirement, according to a new survey by American Century Investments. The survey also says most people expect […]
9 Ways to Live Longer – Longevity Research
Here’s a link to a summary of research on longevity by an investor in investments related to increasing life spans. It’s a good, readable summary of a lot of the key research. Unlike most write-ups you’ll see in the media, this one focuses on the shortcomings and qualifications in a lot of the research. That’s […]
Mandatory Withdrawals from a Traditional IRA while the owner is living Q & A
https://www.retirementwatch.com/IRAs-quick-reference-guide-q/ Bruce Miller is a certified financial planner (CFP) who also is the author of Retirement Investing for INCOME ONLY: How to invest for reliable income in Retirement ONLY from Dividends and IRA Quick Reference Guide. […]
Mandatory Withdrawals from a TIRA While the Owner is Living
https://www.retirementwatch.com/IRAs-quick-reference-guide-q/ Bruce Miller is a certified financial planner (CFP) who also is the author of Retirement Investing for INCOME ONLY: How to invest for reliable income in Retirement ONLY from Dividends and IRA Quick Reference Guide. […]
