Retirement Watch Weekly
Bob’s Journal for 2/21/19
The economy clearly is slowing. Is there a recession on the way? Most of the economic data the last few months has been weaker than previous data and weaker than expected. That has caused many economists to begin warning that a recession might occur in 2020 and perhaps later in 2019. Corporations have been issuing […]
Bob’s Journal for 2/14/19
Investors should shift their focus from the United States to other economies, especially Europe. Most investors have been complacent about Europe since the Greek debt crisis seemed to be resolved a few years ago. But there’s a lot more going on in Europe, and little of it is good. The European economy has been weak […]
Conquering the Key Retirement Fears: How to Make Your Retirement Happier, Healthier and Wealthier
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. […]
Update for February 7, 2019
Higher volatility and rapid changes in market momentum characterized the markets the last few months, and you should expect those trends to continue. Stock indexes steadily declined in the fourth quarter of 2018 until they hit the recent bottom on Christmas Eve. There was a modest increase alongside a lot of volatility in the last […]
The New Rules for 529 College Savings Plans & K-12 Tuition
The last tax reform law provided a tool that’s such a good way to help pay for a family member’s education… Many states are worried it will break their budgets! You’re probably familiar with 529 college savings plans. These are sort of like Roth IRAs for college savings. They were created in the 1990s, and […]
Bob’s Journal 1/31/2019
Most investors are focused on U.S. markets, but this is a good time to take a look at emerging markets. While U.S. markets were outpacing the world from the second half of 2016 through the first three quarters of 2018, emerging markets lumbered through another bear market during much of that time. We sold our […]
The First Retirement Planning Question
It always is nice when the rest of the financial world begins to catch on to what I’ve been teaching my Retirement Watch readers. Many years ago, I began telling people that the first issue in retirement planning is deciding how you want to live in retirement. You can’t determine a realistic spending plan until […]
Will the Fed Pause Too Late to Help the Economy?
The Fed will continue to tighten monetary policy, the economy will continue to slow and earnings growth will continue to decline. The real question is, “By how much?” I warned last spring that we were in the late stage of the economic cycle, and for several months have said we’re past peak growth. Investors began […]
