My Comments: It’s Monday, my day to talk about investments. Today, there will be two posts instead of one. I think we’re in a bubble, and those don’t end well. From the tulip mania bubble several hundred years ago in Holland to the DotCom bubble in 1999-2000, a lot of people lost a lot of …
Continue reading Trump is in the wrong place at the wrong time when it comes to the stock market
My Thoughts on This: Hysteria on Wall Street! The Crash is Coming! No, It’s NOT! It’s refreshing to see behind the news and find an insight that serves to explain what’s probably going on. These comments by Howard Gold are probably close to the truth. NOT FAKE NEWS! Published: Feb 1, 2017 by Howard Gold …
My Comments: Medicare, along with a Medicare supplemental policy, is, for many millions of Americans, a critical element in their lives. I know it is in mine and that of my wife. As longevity raises its sometimes ugly head, the ability to seek professional health care when the need arises, without having to worry about …
Continue reading What You Should Know About Medicare Enrollment
My Comments: Readers of my posts have seen me comment before on the proposed Department of Labor Fiduciary Rule that is scheduled to be implemented this coming April. It’s directed toward anyone providing investment advice related to retirement accounts (with one major exception!). The rule says that anyone providing such advice must adhere to a …
My Comments: For some, retirement will be bliss. For others, not so much. WHEN you retire, and HOW you retire, will have a lot to do with WHAT will happen. Jane Bennett Clark, Senior Editor, Kiplinger's Personal Finance, Feb 2017 For some, the idea of retiring early is a dream nurtured over decades. For others, …
My Comments: Yesterday, I decided it was time to think about moving my clients out of cash and back into the markets. At least with some of their money. Now, once again, I’m not so sure. If you are retired, or about to be retired, and have the ability to control the investments made inside …
Continue reading Opinion: This Market Bubble is About to Burst
My Comments: Some of the folks who attend my workshops on SS benefits planning reveal that they have virtually no other resources to fund their retirement. That’s a challenge, especially for those whose lives were spent in physical labor of some kind and simply can’t continue working that way. There is real pain in their …
Continue reading How to Have a Comfortable Retirement on Social Security Alone
My Comments: A phrase I’m known to use from time to time is that ‘life in this country is better with more money than it is with less money.” While this might seem too obvious for you, there are many people whose efforts to have more money have fallen flat. Here’s a few ideas that …
Continue reading Investment Strategies for Your Retirement Accounts
My Comments: It’s been hard to tell if the mistakes coming out of the White House are simply the result of the learning curve necessary to be competent or whether it’s the result of overt incompetence. But I do think it’s increasingly clear that Donald Trump is in over his head. The person most likely …
Continue reading The Biggest Losers in Trump’s Potential Trade War
My Comments: We are now starting a periodic review of the basic assumptions about how our lives should be governed, and a review of the fundamental values that define our society. It’s probably overdue, and while I disagree with the tactics so far used to push the doors open to let in a different light, …
Continue reading Our life in three stages – school, work, retirement – will not survive much longer
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