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Retirement Watch Weekly

Bob’s Journal for 2/20

February 20, 2020

The bond bull market is back, at least for a while. Every time it appears that low market interest rates are in the past, something happens to cause rates to decline. Just a few months ago, central bankers around the world made it clear that they were more worried about deflation and recession than about […]

Important Changes in IRAs and Other Retirement Planning Strategies You Must Know

February 15, 2020

In my new retirement watch Spotlight Series, I’ll share my newest breakthrough strategies for protecting your assets and growing your portfolio, including how to prepare for the next market downturn. Click here now to learn more. […]

Bob’s Journal for 2/13/20

February 13, 2020

Some Notable Events That Grabbed My Attention This Week Morningstar’s mutual fund service finally started analyst coverage of WCM Focused International Growth (WCMRX). The service is late to the party, and that’s common with many investment consultants, rating services and other investment aids. I’ve been recommending WCMRX off and on for years, and it’s been […]

“3 Ways the Government is Coming For Your Money & How to Protect Yourself” Conference Call 02/12/20

February 7, 2020

Welcome to my subscriber conference call: 3 Ways The Government is Coming for Your Money & How to Protect Yourself. Click on the image below to listen to the conference call.

“3 Ways the Government is Coming For Your Money & how to Protect Yourself” Conference Call 02/12/20

February 7, 2020

Welcome to my subscriber conference call: 3 Ways The Government is Coming for Your Money & How to Protect Yourself . Click on the image below to listen to the conference call. To Learn More About the Lifetime Retirement Protection Program, Click Here Now.

Bob’s Journal for 2/6

February 6, 2020

The United Kingdom’s 47-year-long membership in the European Union (EU) ended last week. The separation, commonly called Brexit, was mostly uneventful. While there was no economic calamity or social upheaval, that’s partly because the Brexit process isn’t over. The deal that was negotiated between the United Kingdom (U.K.) and the EU in 2019 allowed many […]

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The Qualified Personal Residence Trust: How to Leave Your Home to Your Heirs

February 4, 2020

In last week’s retirement watch Weekly, we reviewed the Qualified Personal Residence Trust (QPRT), and how you can use this classic estate planning tool when deciding how to pass on your home. Let’s pick back up with the second installment (here’s Part 1 of our Qualified Personal Residence Trust story)… In our example in Part […]

Bob’s Journal for 1/30

January 30, 2020

There’s evidence that volatile markets make people unstable and even dangerous. Some European academics have looked at the relationship between fluctuations in U.S. stock prices and fatal car accidents. They found that a sharp daily drop in stock prices, which they defined as a move of one standard deviation or more, was associated with a […]

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