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Retire On Track Colum

 

Monday, June 8, 2020

Facebook today is very different today from the much smaller company that was born in Mark Zuckerberg’s dorm room. My, Mark Zuckerberg, how your child has grown. While Facebook’s growth has accelerated at an astonishing...

 

Monday, June 1, 2020

Though it’s too early to label the rapid bounce off market lows from March 23 a recovery, it has been one heck of a rebound. From the March 23 low of 2,237, the S&P 500 has gained 32% as of May 26. The index still has close to...

 

Wednesday, May 20, 2020

On Monday, Governor DeSantis’s new social-distancing rules went into effect. I won’t debate about which provisions make sense and which seem arbitrary, nor am I a Constitutional scholar. But, like most other states, we are...

 

Monday, May 18, 2020

Every generation has its defining moment, be it President Kennedy’s assassination, the space shuttle disaster, September 11th and/or the Great Recession. Our older children are having their moment right now, and that impact will...

 

Wednesday, May 13, 2020

It’s come time for another chat about America’s resident mad genius, Elon Musk. In the latest installment of “What Was He Thinking?,” Musk announced on May 1 via Twitter that he thought the stock of his company,...

 

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Thursday, May 7, 2020

When the markets were skyrocketing to new heights, I reminded readers about the importance of diversification, managing risk and watching valuations. It wasn’t fun to be Sarasota’s “Debbie Downer” for a couple...

 

Monday, May 4, 2020

In business school, aspiring executives are taught to put shareholder return first. The usefulness of the product or service plays a role only in how it increases sales and lowers returns and warranty claims. Under the harsh light of...

 

Monday, April 20, 2020

As you’ve surely noticed by now, I’m confident about the long-term strength in the economy, even if the short-term outlook is virtually unknowable. But as much as I believe in the economy, it’s naïve to think...

 

Monday, April 13, 2020

Here’s to the first responders, the doctors, the nurses, the aides and the orderlies. And thank you to everyone working the night shift at grocery stores. And we’ll always be grateful to the mail carriers, warehouse workers...

 

Thursday, April 9, 2020

Here’s to the first responders, the doctors, the nurses, the aides and the orderlies. And thank you to everyone working the night shift at grocery stores. And we’ll always be grateful to the mail carriers, warehouse workers...

 

Thursday, April 2, 2020

When it comes to the long-term viability of the markets, I’m not worried. Most of us have lived through at least one or two historic market disruptions and that experience informs us. But the nation’s health experts...

 

Wednesday, March 25, 2020

Over the past few weeks, my feelings have evolved from “meh” at first to “hmm” as markets fell hard enough to even make the bears scared to invest. I’m still at “hmm.” As I’ve stressed...

 

Thursday, March 19, 2020

My, how times have changed. Parents used to order kids to go out and give their phones a break. Now we have to tell them to stay inside and message their friends all day. I’m seeing memes that say, “Introverts, put down...

 

Wednesday, March 4, 2020

Most bond investors don’t need to aggressively manage their portfolios, but bonds do need to be at least supervised. Interest rates change, tax losses can be harvested and, given enough time, long maturity bonds turn into short...

 

Monday, October 22, 2018

Tip: How Much? Check your Social Security earnings and see an estimate of your benefits on the website, www.ssa.gov. Social Security’s been a fact of retirement life ever since it was established in 1935. We all think we know how...