The underperformance of value stocks over the past 10 years has received much attention from the financial media and led at least some investors to conclude that value investing – synonymous with Warren-Buffet-style investing – is dead. While headlines like … Continue reading
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The (Less) Secure Act & Coming Death of the Stretch IRA
While partisan politics rage, the U.S. House of Representatives nearly unanimously passed a bill that would reform key aspects of America’s retirement laws. The SECURE Act passed in a 417-3 vote in May and contains a provision to eliminate the Stretch … Continue reading
Three Reasons To Invest Internationally
U.S. stocks have significantly outperformed international stocks in recent years. And U.S.-based multinational companies are major players in the world economy. Yet, forsaking international stocks is not good idea. U.S.-based investors generally favor U.S.-based investments. This has become known as … Continue reading
Social Security’s Solvency & Likely Reforms
Social Security’s future solvency is a regular discussion point when considering your retirement planning. It is common to think your benefit will be reduced from what is shown on your statement. Yet, that position is often taken without good information … Continue reading
Annuity Guaranteed Withdrawal Benefits: Just Expensive or Worthwhile?
In prior columns I’ve written about a framework to consider how to generate retirement income. On one hand you have insurance-based strategies that have an underlying income guarantee and on the other investing-based strategies that are probability-based. Guarantees are today … Continue reading