Category Archives: Retirement

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

Finance Preview: Barron’s Magazine – Oct 16, 2023

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BARRON’S MAGAZINE – October 16, 2023 ISSUE:

Why Apple Wants Its Chips Made in a Desert

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Rising geopolitical tensions are stoking demand for U.S. semiconductor production. What to watch—and how to invest.

Oil Prices Could Spike Above $100 if the Israel-Hamas War Widens

Oil Prices Could Spike Above $100 if the Israel-Hamas War Widens

So far, the fighting has affected oil prices only modestly, in contrast to past wars in the Middle East. That could change, depending on Iran’s role.

Insurance Stocks Have Been Hammered. 6 Picks for the Rebound.

Insurance Stocks Have Been Hammered. 6 Picks for the Rebound.

Insurers have been hit by a one-two punch of natural disasters and lackluster financial markets. But there’s a silver lining: the profits and surpluses that come with rising premiums.

Don’t Make This Common Medicare Open Enrollment Mistake

Don't Make This Common Medicare Open Enrollment Mistake

Enrolling in the wrong plan can cost you hundreds of dollars a year.

Where We Would Invest $100,000 Right Now

Where We Would Invest $100,000 Right Now

Walmart, Moderna, Tesla, and IBM are among our favorite ideas for the current market.

Finance Preview: Barron’s Magazine – October 9, 2023

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BARRON’S MAGAZINE – October 9, 2023 ISSUE:

12 Picks to Play the Future of Healthcare, From Our Roundtable Pros

12 Picks to Play the Future of Healthcare, From Our Roundtable Pros

Weight-loss treatments aren’t the only big deal in medicine. Our 2023 healthcare roundtable explores the best investing opportunities.

Small-Cap Funds Are More Promising Than They Have Been in Years. Buy These.

Small-Cap Funds Are More Promising Than They Have Been in Years. Buy These.

Small-cap stocks continue to be overlooked. These funds have the edge to reward investors when they finally take off again.Long read

Why Booking Shares Could Rise 41% in a Slowing Travel Market

Why Booking Shares Could Rise 41% in a Slowing Travel Market

The travel website has high margins, low overhead, and lots of free cash flow. The current business has deep strengths in Europe and its rolling out new products.4 min read

A European Carbon Tax Is Coming. What It Means for the World.

A European Carbon Tax Is Coming. What It Means for the World.

With the tariff, climate policy is now being written directly into trade rules, forcing major industrial companies to expedite efforts to reduce emissions, shift trade patterns, or pay up.Long read

Revenge Travel Is Dead. What Comes Next.

Revenge Travel Is Dead. What Comes Next.

After two years of putting up with anything to visit must-see destinations, travelers are looking for more bliss, less stress.Long read

Finance Preview: Barron’s Magazine – October 2, 2023

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BARRON’S MAGAZINE – October 2, 2023 ISSUE:

What the Job Market’s Baffling Strength Means

What the Job Market’s Baffling Strength Means

Unemployment remains near historic lows even after the Fed’s aggressive rate hikes. What’s behind the job market’s resilience—and why it could last.

Strikes in Detroit and Hollywood Are Just the Beginning

Strikes in Detroit and Hollywood Are Just the Beginning

After decades of losing ground to corporate cost-cutting and globalization, labor unions face their biggest opportunity in years to forge a comeback. It won’t be easy.

General Dynamics Stock Is a Buy. A Shutdown Doesn’t Change That.

General Dynamics Stock Is a Buy. A Shutdown Doesn’t Change That.

The defense contractor’s shares are cheap and the company is growing faster than its peers.

What Cava’s Board Chair Looks for in Restaurant Investments

What Cava’s Board Chair Looks for in Restaurant Investments

Ron Shaich, head of Act III Holdings, founded and later sold Panera, and then backed Cava, this year’s IPO sensation. What he’s investing in now.

Car Insurance Premiums Have Gone Through the Roof. It’s Going to Get Worse.

Car Insurance Premiums Have Gone Through the Roof. It’s Going to Get Worse.

The rising costs of new and used cars has fueled soaring claims costs—19% year over year in August. The situation hurts drivers. insurers, and investors.

Finance Preview: Barron’s Magazine – Sept 25, 2023

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BARRON’S MAGAZINE – SEPTEMBER 22, 2023: The latest issue features the $50 Billion question – How Ozempic and Wegovy could break the healthcare system.

How Ozempic and Wegovy Could Break the Healthcare System

How Ozempic and Wegovy Could Break the Healthcare System

Between cost and demand, the latest breed of weight-loss drugs could transform healthcare in the U.S.—for good and ill.

How a Government Shutdown Could Hurt Retirees

How a Government Shutdown Could Hurt Retirees

Social Security checks will keep coming, but expect other complications.

China Is in Trouble, but It’s Not as Bad as Some Think

China Is in Trouble, but It's  Not as Bad as Some Think

Those ready to write off the country underestimate the resources of policy makers and the power of an $18 trillion economy that is home to 1.4 billion people.Long read

This Busted Bank Merger Is Fixing Itself. Its Stock Is Worth Buying.

This Busted Bank Merger Is Fixing Itself. Its Stock Is Worth Buying.

Four years after it was created, Truist Financial is finally dealing with the issues that have damaged it. The case for investing now.Long read