Category Archives: Retirement

Finance Preview: Barron’s Magazine – Dec 18, 2023

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BARRON’S MAGAZINE – DECEMBER 18, 2023 ISSUE:

Stocks Beat the Odds This Year. They Can Do It Again in 2024.

Stocks Beat the Odds This Year. They Can Do It Again in 2024.

They might have a bumpy start to the new year, but stocks should finish stronger as interest rates fall. Stay invested.

20% of Retirees Haven’t Taken Their RMD. What Happens if You Miss the Deadline.

20% of Retirees Haven’t Taken Their RMD. What Happens if You Miss the Deadline.

About 20% of retirees haven’t taken their required minimum distribution for this year, says Fidelity. The clock is ticking

Barron’s 10 Favorite Stocks for 2024

Barron’s 10 Favorite Stocks for 2024

Barron’s annual list of unloved stocks ranges from tech giant Alibaba to miner Barrick to auto rental stalwart Hertz Global.Long read

The EV Stock Bubble Popped. Now What?

The EV Stock Bubble Popped. Now What?

The key is to focus on companies with affordable cars and profitable operations.Long read

Finance Preview: Barron’s Magazine – Dec 11, 2023

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BARRON’S MAGAZINE – DECEMBER 11, 2023 ISSUE:

Higher Rates Are Here to Stay. What That Really Means.

Higher Rates Are Here to Stay. What That Really Means.

Even as inflation eases, global changes including less trade and growing government deficits will keep rates higher than before.

3 Moves That Retirees Can Make Now to Benefit From Higher Rates

3 Moves That Retirees Can Make Now to Benefit From Higher Rates

Three moves to take advantage of higher rates.

It Isn’t Too Late to Reduce Your 2023 Tax Bill. Consider These 6 Steps.

It Isn't Too Late to Reduce Your 2023 Tax Bill. Consider These 6 Steps.

Thanks to an inflation adjustment to the 2024 income-tax bracket thresholds, you may save money by deferring year-end income and bonuses to next year. 

Finance Preview: Barron’s Magazine – Dec 4, 2023

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BARRON’S MAGAZINE – DECEMBER 4, 2023 ISSUE

Nvidia Stock Is Still Undervalued. So Are These 2 Smaller AI Plays.

Nvidia Stock Is Still Undervalued. So Are These 2 Smaller AI Plays.

Nvidia is the clear—and most obvious—beneficiary from the AI buildout but there are two other companies that are less well known to investors that should equally benefit in the year ahead.

Microsoft Got an AI Boost. It’s Far From Over.

Microsoft Got an AI Boost. It's Far From Over.

Nvidia may be first on the list of AI beneficiaries, but Microsoft is a clear No. 2.

Even Millionaire Retirees Have Credit Card Debt

Even Millionaire Retirees Have Credit Card Debt

A subset of affluent borrowers hold dangerous debt, according to a new study.

Retirement: Barron’s Magazine – Nov 27, 2023

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BARRON’S MAGAZINE – November 27, 2023 ISSUE:

15 Stocks to Buy Around the World, From Our Roundtable Experts

15 Stocks to Buy Around the World, From Our Roundtable Experts

Global turmoil has created opportunities, especially in emerging markets and commodities.

A Golden Age of Vaccines Is Here. What It Means for You.

A Golden Age of Vaccines Is Here. What It Means for You.

Pharmaceutical companies are currently developing vaccines for a range of purposes, from preventing disease to treating cancers.Long read

One Auto Stock to Buy Now to Split the EV Difference

One Auto Stock to Buy Now to Split the EV Difference

The transition to electric vehicles has hit a speed bump, but Vontier shares should benefit no matter what kind of car you drive.4 min read

5 Pros Offer Their Top Year-End Financial Tips

5 Pros Offer Their Top Year-End Financial Tips

We asked financial advisors to share their most surprising year-end financial-planning or investing moves.Long read

Finance Preview: Barron’s Magazine – Nov 20, 2023

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BARRON’S MAGAZINE – November 20, 2023 ISSUE:

Consumers Still Have Plenty to Spend. That’s Good News for the Economy.

Consumers Still Have Plenty to Spend. That's Good News for the Economy.

A resilient labor market and healthy household finances should keep a recession at bay, even if the postpandemic spending boom loses a bit of its vigor.

Retailers Are in for a Holiday ‘Nail-Biter.’ Who Will Come Out on Top.

Retailers Are in for a Holiday ‘Nail-Biter.’ Who Will Come Out on Top.

After the pandemic buying boom, sales are expected to come back to earth this holiday season.Long read

Don’t Assume Your Doctor Still Accepts Medicare Advantage

Don't Assume Your Doctor Still Accepts Medicare Advantage

Some major healthcare systems are dropping the plans that cover seniors.4 min read

Finance Preview: Barron’s Magazine – Nov 13, 2023

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BARRON’S MAGAZINE – November 13, 2023 ISSUE:

Couples Fight More About Money After They Retire. 3 Ways to Avoid Squabbles.

Couples Fight More About Money After They Retire. 3 Ways to Avoid Squabbles.

The three biggest areas of dispute are spending priorities, worries about running out of money, and legacy questions.4 min read

Clean-Energy Stocks Have Collapsed. What’s Next.

Clean-Energy Stocks Have Collapsed. What's Next.

Stocks related to wind, solar and other forms of renewable energy have fallen by a third this year. Only a handful may be ready to rebound.

A Costly Lesson: How Koch’s Green Push Ended in the Red

A Costly Lesson: How Koch's Green Push Ended  in the Red

Since early 2021, Koch’s environment picks have posted an average loss of 58% on a cap-rated basis, Barron’s calculates.Long read

Citi Is in the Doghouse. How It Could Break Out.

Citi Is in the Doghouse. How It Could Break Out.

CEO Jane Fraser is cutting jobs and downsizing globally. With a 5% yield and cheap stock, Citi could pay off.3 min read

Reviews: Best Books On Aging And Retirement

The Wall Street Journal (November 10, 2023)There was plenty to learn from and entertain—including the third novel of a Richard Russo trilogy and a podcast with Julia Louis-Dreyfus

HBR Guide to Designing Your Retirement 

HBR Guide to Designing Your Retirement

By Harvard Business Review | Harvard Business Review Press (256 pages)

What sets this retirement guide apart from others is the perspectives brought by the contributing writers. In addition to presenting case histories and addressing the best ways to assess your life goals and financial needs, the authors discuss specific steps to help you think about encore careers in coaching, consulting or teaching; practical tips for coping with different stresses; and how to view the career you’re leaving as a period of “preretirement” to help you evaluate what comes next.


Still Life at Eighty: The Next Interesting Thing  

Still Life at Eighty: The Next... by Thomas, Abigail

By Abigail Thomas | Golden Notebook Press (196 pages)

Veteran book editor, agent and author Abigail Thomas begins her third memoir with the observation that at 80, her thoughts can sometimes be “interrupted by a memory so vivid that I am in two places at once.” Perhaps a jarring thought to some, but to Thomas, such moments can be “an inexpensive, unpatented, readily available form of time travel,” and readers who choose to accompany her will be rewarded. 

Funny gripes, wistful reflections, rueful memories and realizations about aging fill these pages. Some of the best entries are about her days as a single mother of three living in Greenwich Village and protesting the Vietnam War. “The times that were a-changing have changed,” Thomas writes, “but for a little while I’m going to ignore what went off the rails, and let myself remember what innocence and hope felt like.”  


Somebody’s Fool

Somebody's Fool by Richard Russo: 9780593317891 | PenguinRandomHouse.com:  Books

By Richard Russo | Knopf (464 pages)

The closing piece of the “North Bath” trilogy by Pulitzer Prize-winner Richard Russo is a wondrous novel that captures the changing pace of small-town life in the 21st century. The setting once again is a fictional, blue-collar community in upstate New York whose senior residents must grapple not only with the daily indignities of financial troubles and aging bodies, but with intrusions from the inhabitants of a more-prosperous neighboring town.  

No worries if you are new to these books. You can jump right in to enjoy the fun even if you haven’t read the previous two (“Nobody’s Fool” and “Everyone’s Fool”). You can also expand your immersion in Russo’s world by streaming the 1994 movie of “Nobody’s Fool,” starring Paul Newman in an Oscar-nominated role.  


The Measure of Our Age

The Measure of Our Age by M.T. Connolly | Hachette Book Group

By M.T. Connolly | PublicAffairs (384 pages)

In this compassionate book, M.T. Connolly, founding head of the Justice Department’s Elder Justice Initiative, lays out many of the problems associated with giving and finding care for seniors in our aging society. And as its subtitle, “Navigating Care, Safety, Money, and Meaning Later in Life,” suggests, she also has ideas for solutions to help avert a worse crisis. 

Connolly draws on research, interviews and her own experience to explore these issues. “Our norms and systems have not kept up with our longevity, sometimes with terrible, and usually preventable, consequences,” she writes. She is optimistic, however, that “change is possible—and some is even under way” on community, federal and individual levels.

One thing that needs to continue, she writes, is “increasing our capacity to make meaning of aging, and of our fleeting time on Earth, by paying more attention to the power of purpose, curiosity, stories, awe, and love.”


The Well-Lived Life

By Dr. Gladys McGarey Atria Books (256 pages)

To remain healthy in mind and body, consider the wisdom of Dr. Gladys McGarey, still a consulting physician at the age of 102, and co-founder of the American Holistic Medical Association. McGarey sums up her approach to life in six lessons, hence the book’s subtitle: “A 102-Year-Old Doctor’s Six Secrets to Health and Happiness at Every Age.” We won’t list them, and they are probably not what you would expect.

Based on her own experience—some of it difficult and emotionally draining—she places huge importance on the ability to regain perspective and purpose after a physical illness or crisis. This is essential for healing, medically and emotionally, says McGarey, whose own life story reveals she has had to practice what she preaches. At 69, she had to find a new path when her husband and medical partner of 46 years left her for a younger woman.

Finance Preview: Barron’s Magazine – Nov 6, 2023

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BARRON’S MAGAZINE – November 6, 2023 ISSUE:

PC Sales Are Ready to Take Off Again. It’s All About AI.

PC Sales Are Ready to Take Off Again. It's All About AI.

AI’s big opportunity goes beyond the cloud. How to play the future of PCs.

This Uniform Maker Is Finally Going Solo. Its Stock Is a Buy.

This Uniform Maker Is Finally Going Solo. Its Stock Is a Buy.

Vestis was just spun out from Aramark, and now looks poised to compete with industry leader Cintas.

Chevron Is a Buy. It’s Been Punished Enough.

Chevron Is a Buy. It's Been Punished Enough.

The oil titan has disappointed investors, but shares look attractive after the recent selloff.

6 Picks and Pans From a Long/Short Fund Pro

6 Picks and Pans From a Long/Short Fund Pro

Charles Kantor, manager of Neuberger Berman Long Short fund, aims to make more by losing less. Why Kantor and his team like Dollar Tree, Match Group.

Kyla Scanlon Is Gen Z’s Savviest Financial Influencer

Kyla Scanlon Is Gen Z's Savviest Financial Influencer

Her social media videos explain the markets, the economy, and the Fed to the next generation.

Finance Preview: Barron’s Magazine – Oct 30, 2023

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BARRON’S MAGAZINE – October 30, 2023 ISSUE:

It’s Time to Stop Crying About Bonds—and Buy Them Instead

It’s Time to Stop Crying About Bonds—and Buy Them Instead

Treasuries have had one of their worst three-year stretches on record. Why it can’t get much worse.

Investors Are Worried About U.S. Spending. That’s No Reason to Avoid Bonds.

Investors Are Worried About U.S. Spending. That’s No Reason to Avoid Bonds.

Rising levels of national debt are scary, but higher rates make government bonds your friend.

Big Money Pros Are Split on the Outlook for Stocks. But They Are Fans of Bonds.

Big Money Pros Are Split on the Outlook for Stocks. But They Are Fans of Bonds.

Nearly half of poll respondents consider the U.S. stock market overvalued at current levels.

Byron Wien Had Wall Street’s Attention. The Creator of the 10 Surprises List Dies at 90.

Byron Wien Had Wall Street's Attention. The Creator of the 10 Surprises List Dies at 90.

The longtime market strategist vowed never to retire and worked right up until his death.Long read

HSAs Are a Powerful Tool—for Nearly Everyone, Study Finds

HSAs Are a Powerful Tool—for Nearly Everyone, Study Finds

The Voya Financial analysis assumes employers are contributing to workers’ health savings accounts.

Finance Preview: Barron’s Magazine – Oct 23, 2023

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BARRON’S MAGAZINE – October 23, 2023 ISSUE:

Brokerage King Charles Schwab Won’t Be Dethroned. Here’s Why.

Brokerage King Charles Schwab Won’t Be Dethroned. Here’s Why.

For some advisors, the move to Charles Schwab from TD Ameritrade didn’t go smoothly. Chances are, they’ll stick around anyway.

How to Play Investors’ Growing Interest in Bonds

How to Play Investors’ Growing Interest in Bonds

Asset managers’ shares are cheap, and the companies could benefit from an upturn in investment flows. Sizing up BlackRock, T. Rowe Price, and more.Long read

Making of a Mortgage Giant: Loopholes and Nonprofits

Making of a Mortgage Giant: Loopholes and Nonprofits

The Change Company was touted as a community-development leader. It became the country’s largest provider of exotic mortgages.Long read

Crypto Is Lobbying Congress Hard. It Wants More Than a Bitcoin ETF.

Crypto Is Lobbying Congress Hard. It Wants More Than a Bitcoin ETF.

The crypto industry wants laws passed that clarify how it will be regulated.Long read

Why Rising Home Prices Aren’t Always Good for Retirees

Why Rising Home Prices Aren't Always Good for Retirees

Home equity accounts for almost half of the median net worth of homeowners 60 and older.4 min read

Athleisure Is Bigger Than Ever. Here’s How to Play It.

Athleisure Is Bigger Than Ever. Here’s How to Play It.

Apparel that straddles athleticwear and loungewear has become Americans’ de facto uniform. Here are the companies best positioned to profit from it.Long read