Strategies for Safe Portfolio Withdrawals in Retirement
Low bond yields and high stock valuations leave many retirees at risk of running out of money According to a recent poll conducted by AARP, the majority of Americans are more fearful of running out of money than dying –... Read More →
Reduce Risk – Mid-Year Market Outlook
As we approach the mid-year point in 2014, valuation concerns from two of the finest market observers have gone largely ignored. Indeed, economist Robert Shiller of Yale University and institutional money manager, Jeremy Grantham of GMO Inc. (two professionals with... Read More →
2013 Mid-Year Investment Outlook
The first half of 2013 has treated stock investors well, particularly those who have kept their money at home in domestic holdings. Indeed, U.S. stocks returned approximately 13 percent during the first half of the year while the rest of... Read More →
California Top 5 Stocks – 2013
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Date01 Jan 2013
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/CategoriesBonds, California Top 5, Dividends, Investing, Peninsula People Articles, Real Estate, Stock Picks
Last year at this time I was constructive on the market, despite many headwinds and the ongoing turmoil in Europe. Valuations and dividends were fairly attractive and they still are. Despite the volatility, the market ended 2012, having posted yet... Read More →
Will You Run Out of Money in Retirement?
Behind the façade of that beautiful multi-million dollar home on the Palos Verdes Peninsula the situation inside might not be so pretty. What I’m referring to is the financial health of the residents. During the past decade, if we extend... Read More →
Desperately Seeking Investment Income
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Date01 Apr 2012
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/CategoriesBonds, Cash Flow, Dividends, Investing, Peninsula People Articles, Stock Picks, Volatility
With no help from the Federal Reserve conservative investors are forced to look elsewhere for income – bonds and CDs can’t get the job done. It seems like an eternity since I last recommended bond purchases for my clients. Actually... Read More →
Buy-and-Hold and Other Bad Ideas
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Date01 Oct 2011
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/CategoriesBear Market, Bonds, Dividends, Investing, Peninsula People Articles, Real Estate, Stock Picks, Volatility
The biggest mistake an investors can make today is without a doubt, selling stocks and buying bonds In 2005, I wrote an article for TheStreet.com titled “Protection Against a Housing Collapse.” I was a real estate bear probably for two... Read More →
Growth Without the Restless Nights
In the summer of 2004 I wrote a series of articles for TheSteet.com, the financial Web site co-founded by CNBC’s Jim Cramer. I had grown increasingly worried about the poor lending practices at the time and the fact that it... Read More →
Nowhere to Turn in this Rate-Hike Cycle
At the start of 2000 it became clear that the Federal Reserve was going to burst the stock market bubble by raising interest rates. Of course, the Fed would never say its intentions were to deflate an overheated stock market:... Read More →
Readings Vary with Valuation Metrics
In a July 2 column, I wrote about how the Fed Model (a.k.a. Greenspan’s Model) indicated that stocks were undervalued by about 25% relative to bonds. To review, the model basically compares the forward earnings yield on the S&P 500... Read More →