Category Archives: Retirement

Aging: 34% Of The Elderly Feel ‘Socially Isolated’

Changes in feelings of social isolation, 2018-2023

In 2023, one in three adults age 50–80 (34%) reported feeling isolated from others (29% some of the time, 5% often) in the past year. This represents a marked decline compared with the 56% (43% some of the time, 13% often) who felt isolated in 2020, but a greater proportion than the 27% (22% some of the time, 5% often) who reported feeling isolated in 2018.

National Poll On Healthy Aging (March 2023) – More than one in three older adults (37%) reported feeling a lack of companionship (29% some of the time, 8% often) in the past year, compared with 41% (32% some of the time, 9% often) in 2020, and 34% (26% some of the time, 8% often) in 2018.

One in three older adults (33%) reported infrequent contact (once a week or less) with people from outside their home in 2023 (14% once a week, 10% every 2–3 weeks, 9% once a month or less). This rate of infrequent contact was significantly less than the 46% reported in 2020 (19% once a week, 11% every 2–3 weeks, 16% once a month or less), but higher than the 28% reported in 2018 (15% once a week, 7% every 2–3 weeks, 6% once a month or less).

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

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Barron’s Magazine – March 13, 2023:

How Top Advisors Are Building Portfolios Now

How Top Advisors Are Building Portfolios Now

Inflation and higher interest rates brought an end to rah-rah returns for growth stocks. Advisors are adjusting by buying more bonds and shifting their focus away from once-sexy stock sectors.

Why the SVB-Triggered Selloff Is a Buying Opportunity in Big Bank Stocks

Why the SVB-Triggered Selloff Is a Buying Opportunity in Big Bank Stocks

Larger financial institutions have different funding sources and are subject to much tighter regulation.

Buying an EV? Here’s How Long Until It Will Pay Off.

Buying an EV? Here's How Long Until It Will Pay Off.

It could take five to 10 years for an EV to pay off financially compared with a gasoline-powered car. Here’s what to know if you’re thinking of going electric.

Johnson & Johnson, Kellogg, and 2 Other Spinoffs to Watch

Johnson & Johnson, Kellogg, and 2 Other Spinoffs to Watch

Kellogg, Johnson & Johnson, Crane, and BorgWarner are planning to hive off a chunk of their businesses in 2023. What investors need to know.

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

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Barron’s Magazine – March 6, 2023:

Are You Moving in Retirement to Cut Tax Costs? Consider These 4 Factors First.

Are You Moving in Retirement to Cut Tax Costs? Consider These 4 Factors First.

Low-tax states might not always be the bargain they appear to be. They often have higher taxes on things that matter more to you.

The Boom Time for Farmers Can Last. Who Will Reap the Rewards.

Agriculture is getting its biggest tech upgrade in generations. Deere, AGCO, and other industry giants stand to benefit.

Boot Barn Has Steadily Built Its Western-Wear Empire for Years. Cowboy Chic Is Hot, But It’s No Fad.

Boot Barn Has Steadily Built Its Western-Wear Empire for Years. Cowboy Chic Is Hot, But It’s No Fad.

The retail chain now has 333 stores, and is expanding into the Northeast. It has seen steady growth, high profitability, and low debt. And there’s no reason that its growth won’t continue.

Finance Preview: Barron’s Magazine – Feb 27, 2023

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Barron’s Magazine – February 27, 2023:

What Everyone Got Wrong About the Economy—and the Ominous Implications for the Fed

The central bank’s efforts to tame inflation haven’t worked yet. More pain, and a harder landing, could lie ahead.

How to Invest Right Now—and When a Slowdown Comes

How to Invest Right Now—and When a Slowdown Comes

Cyclical companies with pricing power look good for now, but prepare to switch to growth stocks as the Fed eases up.

Inside Bitcoin’s $7 Billion Sunken Treasure

Inside Bitcoin’s $7 Billion Sunken Treasure

A fight over Grayscale Bitcoin Trust is heading to court as investors and hedge funds jockey over the fate of the world’s largest crypto fund.

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

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Barron’s Magazine – February 20, 2023:

Why the World Is Using More Plastic

A glut of so-called virgin plastic is pushing down prices and fueling demand as recycling fails to advance.

Barron’s Best Fund Families

Last year was a tough one for investors. Our latest annual ranking of actively managed funds reveals how the best firms pulled it off.

Russia’s War in Ukraine Has Scarred the Global Economy. The Risks Aren’t Over.

The invasion has lowered global growth, upended energy markets, and heightened geopolitical risk. What comes next might not be an improvement.

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

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Barron’s Magazine – February 13, 2023 issue:

ChatGPT Sparked an AI Craze. How to Cut Through the Hype.

Artificial intelligence has sparked new competition in internet search—for the first time in decades. Here’s how to build an AI portfolio.

You Could Live to 100. The Trick Is Not Running Out of Money.

More people are living longer and healthier. Here’s how to make sure your retirement savings lasts, while still living life to the fullest.

Can Paramount Escape a Century of Dysfunction?

A new book digs into the communication giant’s troubled history as investors await a turnaround under CEO Robert Bakish and nonexecutive Chair Shari Redstone.

Expect to Live a Long Time? Plan for Rising Healthcare Costs.

Even if you’re fit, healthcare is a massive—and growing—expense that increases the longer you live. Here are ways to stretch your spending power.

Finance Preview: Barron’s Magazine- February 6, 2023

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Barron’s Magazine – February 6, 2023 issue:

Pfizer Is Moving Beyond Covid. Why Its Stock Is a Buy.

With its packed pipeline, growing R&D spending, and potential deals and share buybacks, there’s more to the drugmaker than the market realizes.

These REITs Could Gain in a Housing Slump

These REITs Could Gain in a Housing Slump

Real estate investment trusts that own apartments and single-family houses could see gains as the rental market stays strong. How to invest.

This Industrial-Gas Giant Is Investing Big in Hydrogen. It’s Time to Buy the Stock.

This Industrial-Gas Giant Is Investing Big in Hydrogen. It’s Time to Buy the Stock.

Linde has been making major investments in hydrogen deals, and is increasingly moving into low- or no-carbon production methods. Earnings could take a few years to develop, but now may be a buying opportunity.

Finance Preview: Barron’s Magazine- January 30, 2023

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Barron’s Magazine – January 30, 2023 issue:

China’s Big Comeback Is Just Getting Started. How to Play It.

The country’s stocks are up 50% since officials rolled back Covid-19 restrictions. Alibaba, Yum China, and other names stand to gain.

23 More Picks From Our Investing Pros

The final installment of this year’s Barron’s Roundtable highlights Deere, Salesforce.com, and other undervalued stocks. Plus, a bevy of bond picks for a rising-rate world.

Lowe’s Is Catching Up to Home Depot. Its Stock Price Will Follow.

The home-improvement retailer is more sheltered from a weakening housing market than you might think. Its stock looks like a buy.

Big Tech Earnings Are Almost Here. Microsoft Has Investors on Edge.

There are still reasons to be bullish on the long-term trend of digital transformation. What to watch in the coming week.

The Bulls Have It in 2023—and Last Year’s Losers Are Winners

Financial Review: Barron’s Magazine- January 23, 2023

Magazine Archive - January 09, 2023 - Barron's

Barron’s Magazine – January 23, 2023 Issue:

Our Roundtable Pros Scoured the Market. Here Are 26 of Their Top Stock Picks.

Shares of companies with strong fundamentals are poised to shine this year, no matter the economic backdrop. Toyota and Warner Bros. fit the bill.

When a Target-Date Fund Just Doesn’t Cut It for Retirement Investors

Target-date funds have become a mainstay of America’s retirement plans. While they have their benefits, investors may be better off with a more nuanced approach, especially as they near retirement.

How to Capture Electric-Vehicle Tax Credits

The window to snag a $7,500 credit may be closing fast, though leasing may be a loophole in the new tax rules. How to navigate the obstacles.

Commentary: When Goods Move but People Don’t

Work rules in Nafta and its successor could help with North America’s labor shortages. But Washington isn’t interested, Edward Alden writes.

Finance Review: Barron’s Magazine – Jan 16, 2023

Magazine Archive - January 16, 2023 - Barron's

Barron’s Magazine – January 16, 2023 issue:

The Age of Free Money Is Over. But There Are Still Opportunities, Roundtable Pros Say.

Bullish or bearish, our 10 panelists help make sense of increasingly complicated market dynamics. Plus: nine stock picks.

The Fed: Whose Words Carry the Most Weight

The Fed: Whose Words Carry the Most Weight

Barron’s tells you who’s who at the central bank and how to decipher what they say. Consider it the definitive guide to the Fed-verse.

Why Falling Inflation Is a Problem for the Stock Market

Generationally high inflation was the story of 2022. That’s not going to be the story of 2023. The boogeyman of disinflation—and even some deflation—is about to become the biggest risk to stocks, and investors are going to have to figure out how to position portfolios for falling prices.