Bob's Journal
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Bob’s Journal for 5/13/21
Some Notable Events That Grabbed My Attention This Week The MoneyShow is back in person in Orlando, and I’ll be there. The Orlando MoneyShow will be at Championsgate Resort, June 10-12. Aside from me, speakers will include Larry Kudlow, Mark Skousen, Hilary Kramer, Jon Najarian, Jeffrey Saut, Jeff Hirsch and Louis Navellier. Click here to […]
Bob’s Journal for 5/6/21
SECURE Act 2.0 Receives First Congressional Review The Securing a Strong Retirement Act of 2021 (SECURE Act 2.0) is sponsored by the same congressional leaders who in late 2019 pushed through the Setting Every Community Up for Retirement Enhancement (SECURE) Act. The SECURE Act 2.0 was reviewed by the House Ways & Means Committee yesterday, […]
Another SECURE Act Surprise for Inherited IRAs
The IRS recently issued an interpretation of the SECURE Act that surprised most, if not all, professionals who have reviewed the law. The Setting Every Community Up for Retirement Enhancement (SECURE) Act, enacted in December 2019, contained a number of provisions related to retirement and estate planning. One of those provisions eliminated the Stretch IRA […]
Bob’s Journal for 4/22
Economic Growth Surges Past Expectations The latest economic data show the economy is growing faster than most economists expected and faster than is currently priced into the markets. Almost all the data released recently were more positive than expected, and much of the data greatly exceeded expectations. Retail sales surged in March and showed that […]
Taking a Fresh Glimpse into How the Pandemic Affects Social Security
The COVID-19 pandemic caused more people to retire early than the number of people that it forced to delay retirement. That reality is going to cause the retirement trust fund to run out of money faster than previously expected. More than 3.1 million Americans aged 55 or older plan to apply for their Social Security […]
Bob’s Journal for 4/8/21
More Signs Growth is Surging Data and anecdotes continue to indicate that economic growth is stronger than most investors and politicians recognize. The surprising strength was apparent from a recent interview on CNBC with Tilman Fertitta, chairman and CEO of Landry’s. The company owns restaurants, hotels, and casinos in 40 states, including Morton’s, Landry’s and […]
Bob’s Journal for 4/1/21
Margin Calls Roil Markets Again The best investment plans can be upended by the actions of an aggressive hedge fund or other leveraged investors you hadn’t heard of previously. We learned that lesson again in the last week. Archegos Capital Management is a family office of a former hedge fund manager. Archegos had large stock […]
Bob’s Journal for 3/25/21
The SECURE Act 2.0 is on the way In December 2019, Congress shocked many people by passing the Setting Every Community Up For Retirement Enhancement (SECURE) Act quickly and by a wide margin. There were a lot of positive provisions in the SECURE Act that were designed to make it easier for people to save […]
