Retirement Watch Weekly
Bob’s Journal for 1/2
A Look Back and a Glimpse Forward I start 2025 with a review of some key events in 2024. This is done partly to remind us how much happened during the year. I also review the past year because it can remind us not to overreact to current events. Too often, investors and markets have […]
Bob’s Journal for 12/26
Post-Election Rally Fizzles Investor enthusiasm after the election ran too far ahead of events. The unexpected election results were followed by rallies in a range of risky assets, such as stocks and bitcoin. But December hasn’t been as kind to the riskier assets. Indeed, it hasn’t been a good period for any of the major […]
Bob’s Journal for 12/19
Households Close to Historic High Stock Holdings U.S. households are more exposed to ups and downs of the stock indexes than at almost any time. By several measures, household holdings of stock are at or near historic levels. The percentage of families that own stocks is at its highest level ever, even higher than at […]
The Fed Finally Pivots. How Long Will It Last? Investment and Economic Review
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 12/12
The Artificial Intelligence Boom After Two Years It’s been just over two years since OpenAI released ChatGPT and ignited the artificial intelligence (AI) boom. The phenomenon affected stock markets, business investment, employees and many aspects of the economy. Bespoke Premium summarized the effects with the following highlights. Perhaps stocks have shown the biggest effect thus […]
Bob’s Journal for 12/5
Some Notable Events That Grabbed My Attention This Week The Best Investment of the 21st Century So Far Most people probably will be surprised to learn what has been the best-performing investment of the last 25 years. While stocks, especially U.S. stocks, have done very well the last 15 years or so, that’s partly because […]
Bob’s Journal
Happy Thanksgiving 2024 I’m once again putting retirement finance analysis aside this week to let you know that my wife, Elaine, and I are thankful for the opportunity to help each of you establish and maintain your independence and security during retirement. Over the years, I’ve seen many alternatives to Retirement Watch come and go. […]
The Markets Are Looking Ahead
A lot changed after the Con- sumer Price Index (CPI) began sliding last spring, and those changes helped our portfolios. Since the June CPI data was re- leased, the equal-weighted S&P 500 Index and smaller company stocks have outperformed the S&P 500 In- dex, growth stocks and large compa- ny stocks. That’s a sharp reversal […]
