SPACS, the New Investment Trusts that Were Part of the 1929 Crash
Investment Trusts were first introduced in the U.S. around 1926, in the form of trading corporations, with the sole purpose of investing pooled capital into stocks. And like many new investment…
Great Read on Annuities in this Week's Barron's
Annuities Can Help Your Retirement Portfolio Stay Afloat. These Are the Best Ones Every time I hear someone explain annuities, my eyes kind of glaze over and I get lost in the fine print and…
Looking for income- try the High Yield Account
Nasdaq makes a new high and 30 million people file for unemployment. It all makes more sense when I heard this CNBC report today that the #1 usage of the Government stimulus checks is for stock…
Billionaire Sam Zell Gives a Remarkable Interview
Sam Zell is truly one of the world's best investors. This is a remarkable, candid and in depth conversation with a Bloomberg reporter on the real estate implications of the Coronavirus as well as the…
Utility stocks- could they be the "new blue chips"?
"Utilities are the classic defensive investment. Generally slow-growing, but high-yielding and inexpensive relative to earnings, utilities are the traditional dividend value stock. Now Wall Street…
How to Avoid Selling when the Market is Down and Lock in Losses
Over the past month, you have often come across headlines such as “The markets have lost 30% off their value”, “Dow finishes down to mark worst week since 2008”, etc. Marriott CEO said this is worse…
Is the Cure worse than the Disease?
They said we would never experience a stock market meltdown again in our lifetime like 2008. It was the largest destruction of wealth since the Great Depression, or so they said. Indeed, I thought…
How much of my retirement savings can I spend every year after I retire?
How much of my retirement savings can I spend every year after I retire? “How much should I save to have a comfortable retirement?” - This is one of the biggest questions that perplexes individuals…
Cost of Health Care in Retirement by Priyanka Goel, CFA
Health care costs are one of the biggest expenses in retirement, after housing and transportation costs. As the health care cost inflation continues to outpace standard inflation, health care costs…
Are you worried about the market crashing if Trump loses the Presidential election?
If Bernie or Elizabeth Warren wins or even is the Democratic nominee, I'd get out of the market. If it crashes because he's the nominee or even wins, I'd take advantage of the sell-off. The reality…