You’re going to have to be smart about retirement income in the years ahead—smarter than maybe your parents had to be. We are in uncharted territory for the retiring Baby Boomer generation with 401(k)s doing the heavy lifting once done by pensions. One way to keep more of what’s yours is to reduce taxes. Moving to another state isn’t always an option, but for some it could be a smart financial move. Moving to another state doesn’t mean you’re leaving your family. Don’t worry they’ll visit! It’s a part-time gig (six months and a day). One way to see if it’s right for you is to rent for a … [Read more...]
Archives for September 2016
The Wizards Shaping America’s Technology Powerhouse
MIT Technology Review is among my favorite sources for keeping up on the cream of the crop of America’s young technology wizards. Here Signe Brewster introduces avid followers of TR to the wizardry of Natalya Brikner and how Natalya “became a rocket Scientist and CEO before 30.” As Natalya Brikner worked her way through a PhD at MIT’s Space Propulsion Laboratory, she assumed she’d go on to become a professor in the field. She grew up in a small town in northwest Oregon watching the stars and thinking about the aliens among them. Studying rocket propulsion represented a practical … [Read more...]
Young Research’s Retirement Compounders
Young Research’s Retirement Compounders (RCs) dividend model comprises dividend-paying common stocks selected from over 40,000 publicly traded companies. The RCs favor high dividend payers—those with a history of dividend payments and a long record of consecutive dividend increases. You can keep up with the Retirement Compounders by signing up for Young Research’s weekly email, or by joining us as a management client at Richard C. Young & Co., Ltd. To receive Limited’s complimentary client letter, sign up here. To speak with a professional at our management company, sign up … [Read more...]
Do You Remember Howard Johnson’s?
Investors are taking their eye off the ball. With all the hand wringing over what the Fed is—or isn't—going to do with rates, there's a much bigger problem lurking in most investors' statements. It's called survivorship bias. Most of the big movers never existed when I was a kid. Great ideas or concepts don't last forever. I was reminded of that reading this story about Howard Johnson's. Brian MacQuarrie writes: The last Howard Johnson’s restaurant in New England is scheduled to close Tuesday — leaving only one more in the country — and an uptick in customers is arriving for one final … [Read more...]
Harley Davidson’s Brand New Milwaukee-Eight Motor
Harley Davidson was Young Research’s stock of the decade of the 1990s. And Harley soared! Today the breaking news at Harley Davidson is the introduction of Harley’s Milwaukee-Eight motor. With Harley-Davidson’s 2017 touring models out this fall, featuring the brand-new Milwaukee-Eight motor (see below), RealClearLife had the opportunity to interview one of the motorcycle legend’s main players—Bill Davidson, VP of the Harley-Davidson Museum and Factory Tours, who is also the great-grandson of the company’s co-founder, William Davidson Tell me about the new 2017 touring models. Why are … [Read more...]
From Our Favorite Village in Vermont
Worthy Reads: Were economists wrong to fear Brexit?
WSJ Survey of Economists Sees Slowing Labor-Market Progress (WSJ) ECB Leaves Rates Unchanged, Door Open on Bond-Buying (WSJ) Greece records unexpected primary budget surplus (MarketWatch) Killing Off American Cows to Keep Milk Prices High (Bloomberg) Were economists wrong to fear Brexit? (FT) … [Read more...]
How is Vanguard Founder Jack Bogle Invested?
What does this legendary investment pioneer expect in the way of investor returns over the next decade? And what does Jack advise for a successful retirement strategy? In 1971 I started in the institutional research and trading business at Model Roland in Boston. In those days, Jack had not yet left my favorite institutional client, Wellington Management. Near the end of the decade, Jack Bogle did indeed depart Wellington to found Vanguard. Here The Wall Street Journal’s Holman W. Jenkins offers a wonderful profile of Mr. Bogle and his importance to investors around America: At age 87, … [Read more...]
Worthy Reads: “Helicopter money” – reality bites
Wall Street Remakes the CD, Hitting Yields (WSJ) Loan Curbs Shut College (WSJ) Maybe Supply-Side Economics Deserves a Second Look (Bloomberg) "Helicopter money" - reality bites (BIS) Iran says it'll increase output, ignoring Russia-Saudi oil deal (Yahoo! Finance) … [Read more...]
Warren Buffett’s Berkshire Hathaway: A Sell?
Warren Buffett could lose an $8-per-second (yes, per second) windfall on his is Dow Chemical Stock. The Wall Street Journal lays bare Warren Buffett's Dow problem. Warren Buffett’s Berkshire Hathaway lent Dow Chemical $3 billion to help finance its purchase of Rohm & Haas in 2009.... But a recent rally in Dow’s stock is putting that income stream at risk. Shares of Dow have spent much of the past month hovering above $53—perilously close to a level that would cause Berkshire to lose a $255 million-a-year dividend.... Dow has been on the hook for paying an 8.5% annual dividend on … [Read more...]
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