Retirement Watch Weekly
How to Know if Stocks are Too Expensive?
Dr. Ed Yardeni says they aren’t, using the real earnings yield as a measure. He also explains why he likes this measure of value over others and what it’s saying today. As I observe in my book, there are lots of valuation models. None are infallible. None are right all the time. I like the […]
Knowing What Your Index Fund Invests in
Investors need to be aware of changes in the major stock indexes. Index fund investors, of course, need to know how the indexes are composed so they’ll know what’s in their portfolios and the risks they are taking. Investors in non-index, or active, funds should know what’s in the indexes, because mutual funds usually are […]
Charlie Munger’s Secrets to Successful Investing
It’s pretty easy to do and it’s not much of a secret. But this article says one of the keys to Charlie Munger’s success is that he reads a lot. Any time he is waiting is spent reading, and he often arrives early for meetings and other scheduled events so he’ll have some time to […]
Where to Live in Retirement? The Halfback Movement Returns
In the first edition of The New Rules of Retirement I talked about the halfbacks. These are people from the northern part of the U.S. who retired to Florida or Arizona and then decided they didn’t like various aspects of living in those traditional retiree havens. But they didn’t want to back to where they […]
ETF Investing: Thoughts On An ETF Crash
Some analysts criticize ETFs that invest in certain kinds of assets. They point out that the ETFs have more daily trading volume than the underlying assets they buy, or at least trade a substantial percentage of that underlying volume. What happens, then, when a lot of investors want to sell the ETFs and few want […]
Digital Currencies In Your IRA?
The ways to invest in digital currencies, also known as cryptocurrencies, are increasing. Naturally, businesses want to be able to tap the large IRA market for cryptocurrencies. This article describes a new index fund that tries to invest in an assortment of digital currencies. Be warned, though, it isn’t the traditional index fund. It’s only […]
How to Plan Life Expectancy in Your Retirement Strategy
It’s one of the most important issues in anyone’s retirement plans… And most people completely shortchange it, resulting in a wildly inaccurate plan. You see, a goal of every retirement plan is to ensure your income and cash flow last at least the rest of your life. To meet that goal, you need a reasonable […]
Have we Reached Peak Earnings for This Cycle?
Most companies now have reported their first-quarter earnings, and the overall results are outstanding. Almost 70% of companies exceeded the earnings estimates for the quarter, and more than 72% exceeded revenue estimates. The percentage of companies exceeding earnings estimates was the highest since 2006 and among the highest since 1999. A large percentage of companies […]
