Future Dividends, Coupons, and Principal
Your purchasing power is your lifeblood in retirement. On my office credenza is The Theory of Investment Value by John Burr Williams, first published...
Owning the Best Performers
In its quarterly funds report printed on January 9, The Wall Street Journal lists the 45 largest stock and balanced funds by assets. The...
Annuities Are Challenged
The realities of annuities are being revealed to both buyers and sellers as interest rates in the United States creep along near 0%. Sellers...
Best Buy Annuities
You don’t want to forget your sunglasses. I made that mistake before going in to a Best Buy recently. Blinded by the bright lights,...
The $100,000 Range Rover Boom!
You can go to a local U.S. Range Rover dealership this weekend and buy a nicely equipped Range Rover HSE for $85,000 or a...
Retirement Stocks
You want to be paid well for investing in this market. Young Research’s 32-stock Retirement Compounders portfolio average dividend yield pays 5%. Compound that...
A Pathetic Payday
Doing less, with less, is one way to describe retirement on a fixed income today. This sad truth is illustrated by Young Research’s proprietary...
Rollover that 401k
My first job after Babson College was with Fidelity Investments. I worked at Fidelity Institutional Retirement Services Company (FIRSCO). It managed the 401(k)s of...
Twisted Risk to Savers, Pensions, and Annuities
The Federal Reserve has left savers, pensions, and annuities twisting in the wind. Buying long-term Treasuries has resulted in the 10-year bond yielding less...
Gold, Speculators, and You
The temptation to be a speculator in this market is high thanks to some neck snapping stock market volatility, surging gold prices and pathetically...