Retirement Watch Weekly
Did The Census Bureau Create The Retirement Crisis
The Investment Company Institute issued a new study of retirement plan participation and concluded previous studies understate retirement plan participation. The new study looks at tax data. Previous work on the subject relied primarily on Census Bureau data. The new study pointed out flaws with the Census Bureau data, and that the Census Bureau changed […]
15 Ways to Increase After-Tax Income in Retirement
Interest rates have increased since late 2017, but not enough to help most retirees. Traditional retirement income investments still pay yields near historic lows. Yet, risks are high because interest rates are rising and investors seeking yields have stretched the values of high-yielding investments. In this seminar, you’ll learn how to navigate this difficult situation. […]
Yale Endowment Vs. Warren Buffett
The Yale Investment Office, which manages the Yale Endowment, devoted a couple of pages of its 32 pages annual report to explaining why it disagrees with Warren Buffett’s advocacy of index investing. The report points out that the endowment has had very strong returns for many decades and delivered returns better than index investors. It’s […]
Technology And The Future Of Wall Street
Human traders are being phased out of the stock markets and technology is taking over. This article describes how only three firms are in a position to develop and manage the technology needed to trade and manage all that trading. it talks about all the money the three firms are pouring into technology, their attempts […]
Mario Gabelli Speaks
Here’s a recent interview with investment manager Mario Gabelli, now 75 years old. The interview covers a range of topics including passive investing (he’s not worried about it), large tech companies, the future of media, and the stock market correction. “The big issue is our $500 billion trade deficit, the $1 trillion budget deficit, the […]
How to Protect Your IRAs for Beneficiaries: A Simple Estate Planning Guide
How do you increase the odds your IRA will last for a long time? Be sure your beneficiaries know what they need to do! Many people have substantial balances in traditional IRAs. Often, a prime goal is for the IRA to help provide for the next generation or two. One way to do so is […]
Markets Continue Negative Trend
The investment markets in March continued the negative trends of February. The biggest trend, of course, is negative returns for the major stock indexes. The S&P 500 slid 2.74% in March, fell 7.81% from its Jan. 26 peak to wipe out January’s strong gains and now has a year-to-date loss of 1.00%. The Dow Jones […]
Ups And Downs Of Trend Following and Momentum Investing
Trend following, sometimes known as momentum investing and other names, is an important tool for many investors. Few investors use only trend following to invest successfully, but it is a component of the toolbox used by many investors. This article goes into some detail about the history of trend following, the research supporting its use, […]
