Retirement Watch Weekly
Bob’s Journal 6/5
Are the Magnificent Seven Magnificent Again? The seven growth stocks that dominated stock returns in recent years, known as the Magnificent Seven, tumbled in early 2025. They fell especially hard after President Donald J. Trump began announcing tariffs. But they bounced back after most of the tariffs were delayed or reduced. Yet, the Magnificent Seven […]
Bob’s Journal 5/29
International Stocks Continue to Leap Ahead Many investors are heartened by how U.S. stock prices bounced higher each time higher tariffs were postponed or modified. But U.S. equities still are laggards this year. International equities started 2025 by surging ahead of U.S. counterparts, marking a small reversal in the exceptional performance of U.S stocks since […]
Headwinds Increase for the Economy, Markets
What you don’t know about retirement can hurt you. In fact, just a few wrong decisions in your investments, taxes, or estate planning could completely derail your retirement plans. Worse yet, the rules of the game keep changing, making it harder to keep up. For these reasons, I’ve assembled all the key points – everything you need to know — into one comprehensive report. Click here today for free access. […]
Simple Steps to Reduce or Avoid Stealth Taxes
What you don’t know about retirement can hurt you. In fact, just a few wrong decisions in your investments, taxes, or estate planning could completely derail your retirement plans. Worse yet, the rules of the game keep changing, making it harder to keep up. For these reasons, I’ve assembled all the key points – everything you need to know — into one comprehensive report. Click here today for free access. […]
IRAs, RMDs and Annuities
What you don’t know about retirement can hurt you. In fact, just a few wrong decisions in your investments, taxes, or estate planning could completely derail your retirement plans. Worse yet, the rules of the game keep changing, making it harder to keep up. For these reasons, I’ve assembled all the key points – everything you need to know — into one comprehensive report. Click here today for free access. […]
The RMD Trap and Why You Need to Avoid It
What you don’t know about retirement can hurt you. In fact, just a few wrong decisions in your investments, taxes, or estate planning could completely derail your retirement plans. Worse yet, the rules of the game keep changing, making it harder to keep up. For these reasons, I’ve assembled all the key points – everything you need to know — into one comprehensive report. Click here today for free access. […]
Advantages and Disadvantages of Using TOD Accounts to Avoid Probate
What you don’t know about retirement can hurt you. In fact, just a few wrong decisions in your investments, taxes, or estate planning could completely derail your retirement plans. Worse yet, the rules of the game keep changing, making it harder to keep up. For these reasons, I’ve assembled all the key points – everything you need to know — into one comprehensive report. Click here today for free access. […]
How An Estate Plan Helps Prepare for the Worst Events
What you don’t know about retirement can hurt you. In fact, just a few wrong decisions in your investments, taxes, or estate planning could completely derail your retirement plans. Worse yet, the rules of the game keep changing, making it harder to keep up. For these reasons, I’ve assembled all the key points – everything you need to know — into one comprehensive report. Click here today for free access. […]
