Possible retirement account changes on tap

Originally published in Tahoe Daily Tribune’s website, http://www.tahoedailytribune.com/news/opinion/15083209-113/tahoe-truckee-market-beat-possible-retirement-account-changes-on-tap Estimating future events is part of the financial planning process. Planners estimate things like life expectancy, inflation, stock market returns and interest rates. We don’t know exactly where any of these factors will be in the future. Another uncertainty are the rules that we follow as we […]

More on Market Volatility

Despite the fact that the U.S. economy appears to be on solid ground, the equity markets appear confused and uncertain, and have exhibited volatility, including huge intraday point swings.  In what follows, I will examine the sources of the uncertainty and try to shed light on whether or not to worry.    1.  Global Economic […]

Stock prices down – should you worry?

Originally published on Reno Gazette’s website http://www.rgj.com/story/money/business/2015/01/07/robert-barone-stock-prices-worry/21424791/ Intellectually, we all know that the equity markets can be volatile. It is a question of whether or not we can control our emotions, especially during market sell-offs. As of last Tuesday, the S&P had fallen for five straight sessions, something we haven’t seen for a year. Some […]

Outlook for 2015: First Half U.S. Growth Accelerates

            In 2013’s end of year missive, we commented that 2014 would be an up-beat year for the U.S. economy, and it looked like that could last through 2015. Now, as we near the last days of 2014, we see an even stronger underlying economy for 2015 and believe that it will last through 2016 […]

Should you invest with confidence?

Originally published on RGJ.com’s website http://www.rgj.com/story/money/business/2014/11/30/robert-barone-invest-confidence/19655523/ If an economist from the 1970s, ’80s or ’90s were to have time traveled forward to today, and that economist were to look at the macroeconomic environment, he/she would conclude that, despite the negativity of the media, the U.S. economy is actually doing well. • Third quarter real GDP […]

Keeping tabs on the economy and your retirement portfolio

No matter what phase of the retirement cycle you’re in, it helps to educate yourself as much as possible about the investment process. Whether you’re a do it yourselfer or work with a team of trusted advisers, you should understand the basics of financial planning, financial products and investment returns. It also helps to have […]