Bob's Journal
Found 589 Articles.
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December 2009
December 31, 2009 10:45 a.m. Happy New Year, and Some Important Items You Might Have Missed I wish all my readers a Happy New Year. We have great plans for Retirement Watch, and the markets and economy promise to provide another interesting year. There also will be changes in the income tax, estate tax, and […]
November 2009
November 27, 2009 11:00 a.m. The Next Shoe? The tricky thing about a financial crisis is you never know what will trigger it or make it worse. Of those who thought the financial crisis was not over, few expressed the thought that a debt default by Dubai World would trigger the next phase of the […]
October 2009
October 30, 2009 12:15 p.m. Is Retirement Unhealthy? And more… One of the classic rules of thumb about retirement is that men pass away within three years of retiring. Once their careers end, their lives end, was the explanation. That seems tough to prove, given the steady expansion of life expectancy, and has been considered […]
September 2009
September 25, 2009 01:45 p.m. IRS Lets People Reverse 2009 RMDs Late in 2008, Congress suspended required minimum distributions for IRAs for 2009. If you are over age 70½, you don’t have to take an RMD for 2009. Some people did not receive word of the suspension before they took their RMDs in early 2009. […]
August 2009
August 28, 2009 11:55 p.m. Deflation, Bernanke, China and More The deleveraging process and financial crisis led to falling prices across the globe. This is now reflected in the Consumer Price Index. The CPI shows deflation, rather than usual inflation. One result is there will not be an increase in Social Security retirement benefit payments […]
July 2009
July 30, 2009 01:50 p.m. This Week’s Clickable Pages-revised The stock market bulls appear to have the upper hand in the markets this week, but I don’t think they have the better arguments. This week we look at a few analysts who make the case for caution, plus some other interesting writing I have come […]
June 2009
June 26. 2009 10:00 a.m. Highlighs from the Week I don’t usually comment on Federal Reserve’s actions or the statements that go along with its policy announcements. But this week’s announcement is worth a note. While the statement is very similar to the last statement, it definitely is more cautious and even pessimistic about the […]
May 2009
May 27, 2009 03:45 p.m. Don’t Worry About Missing Out U.S. stock indexes are about 40% above their lows of March 9. Many international markets, especially emerging markets, have returned even more. Many investors are becoming impatient to join the markets and capture whatever is left of the rally. I hope they will refrain from […]
