Category Archives: Retirement

BARRON’S MAGAZINE – JUNE 2, 2025 INVESTMENT PREVIEW

BARRON’S MAGAZINE (May 30, 2025): The latest issue features ‘Target at the Tipping Point: What It Needs to Do Now

Target at the Tipping Point: What It Needs to Do Now

The storied company is in a dicey place, plagued by empty shelves, skimpy staff, and messy stores. It’s time for drastic action.

Buy Viking on the Dip. Affluent Travelers Keep Coming Back.

The cruise operator’s stock recently took a hit after cautious management earnings commentary and investor jitters, but it’s well positioned to correct course.4 min read

Heart Disease Could Be a Goner When These New Drugs Arrive

Successful trial results in the next few years could save thousands of lives and generate billions in new annual revenue for drugmakers.

Barron’s Magazine – May 12, 2025 Financial Preview

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BARRON’S MAGAZINE (May 10, 2025): The latest issue features ‘The New War Machines’ – Ai- enhanced weaponry is replacing long-established military programs. Which companies stand to gain.

Defense Stocks Are Under Fire. How to Play the New World Order.

Traditional contractors L3Harris and Northrop look like winners. Upstarts like AeroVironment, Karman, and Kratos are worth watching, too.

Sphere Entertainment Has a Dazzling Arena. The Stock Is Undervalued.

Sphere is part of the Dolan empire, and its shares look cheap relative to the company’s assets.

Trump’s Tariffs Rattle Small Businesses. Four Survival Stories.

Small, privately held businesses often lack the resources and financial strength to survive high tariffs against their trade partners. How some are coping.

Barron’s Magazine ——- April 28, 2025 Preview

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BARRON’S MAGAZINE (April 26, 2025); The latest issue features ‘Gold Rush’ – Investors are loading up on the metal as a haven in chaotic times. How long can it last?

Stash Some Gold in Your Portfolio—But Not Too Much

Gold is on a historic run, fueled by uncertainty and buying by central banks and individuals. How it fits in a portfolio.

Buffett Is Still at the Top of His Game. Berkshire Faces a Future Without Him.

Questions about succession will be front and center when shareholders convene May 3 in Omaha for the company’s annual meeting.

Tax and Tariff Fears Have Rocked Municipal Bonds. Why They’re Still Appealing.

Many long-term munis now look like bargains. How to get tax-equivalent yields of up to 8%.Long read

Barron’s Magazine ——April 21, 2025 Preview

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BARRON’S MAGAZINE (April 19, 2025): The latest issue features ‘The War On College Endowments’…

University Endowments Are Worth $874 Billion. Trump Is Waging War on Them.

Under attack from Washington, Harvard and other elite schools could be facing an ‘existential threat.’ What the future holds.

Bonds Are a Buy Again. Where to Find Yields of 6% or More.

From junk bonds to munis to mortgage securities, yields are elevated and prices depressed. Ten funds to consider.

The Trade War Is Here. Retirees, It’s Time to Protect Your Portfolio.

Make sure you have enough cash, and consider alternatives to stocks and bonds that can hold up in downturn.

The Market Had Another Rough Week. The Fed’s Powell Remains Calm.

Teresa Rivas

Barron’s Magazine —– April 14, 2025 Preview

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BARRON’S MAGAZINE (April 12, 2025): The latest issue features ‘Heartland Revival’ …

America’s Heartland Is Coming Back. Can the Recovery Last?

Tariffs will threaten the region’s newfound prosperity, but its economic gains may prove surprisingly durable

7 Market Pros on Wall Street’s Wild Month

President Trump’s tariff policy has set off a wave of selling in the stock and bond markets. These savvy investors are buying, too.

Novo Remade Denmark. The Danes Are Still Adjusting.

Denmark’s economy was reshaped by Novo Nordisk and obesity drugs. That identity now is under attack on multiple fronts, from science to geopolitics. 

The U.S. Came Close to Financial Disaster This Week—and Could Come Close Again

The immediate market crisis over President Trump’s tariffs may have eased, but problems in the bond market could easily recur.

Retirees, Buckle Up and Build Your Cash Cushion

Consider defensive portfolio moves or even selling a used car as some of Trump’s tariffs remain in place.

Barron’s Magazine – March 31, 2025 Preview

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BARRON’S MAGAZINE (March 29, 2025): The latest issue features ‘AI’s Next Phase’….

The Next Phase of AI—and 22 Favorite Stocks—From Our Tech Roundtable Experts

Investors are increasingly searching for AI’s payoff. The recent tech correction offers opportunities to grab stocks like Reddit, Intuit, and more at lower valuations.

U.S. Stocks Are Falling Behind Europe. Where to Find Winners Abroad.

After years of lagging behind the U.S. market, Germany, France, and other nations are playing catch-up. What the pros are buying now.

Trump’s Trade War Is Entering a New Phase. Farmers Are on the Front Lines.

U.S. agriculture exports are at high risk for retaliation when reciprocal tariffs start on April 2.

Barron’s Magazine — March 10, 2025 Preview

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BARRON’S MAGAZINE (March 8, 2025): The latest issue features ‘The Money Men’ – Wall Street giants BlackRock and Blackstone are increasingly getting into each other’s business…

Blackstone vs. BlackRock: The Greatest Wall Street Frenemy Story Ever Told

Stephen Schwarzman and Larry Fink are increasingly all up in each other’s business. Just look at BlackRock’s new Panama Canal deal.

These Stocks Can Fight Through Trump’s Trade War

Stick with companies that have tariff protections or benefit from the president’s trade actions.Long read

Alternatives Are the ‘It’ Investment. What to Know Before You Dive In.

Alternative investments such as private credit and cryptocurrency can diversify investment portfolios. But not all investors need them—and not all alts are created equal.

Cliff Asness on the Trump Market, Warren Buffett, Investing Mistakes—and Hockey

When you picture a quant hedge fund manager, you probably imagine a secretive, wildly idiosyncratic James Bond–villain type. Asness doesn’t really fit the bill.Long read

Private Equity Wants a Piece of Your 401(k)

Companies like Apollo and KKR are angling for retirement savers with new funds. Investors in 401(k)s should be wary.Long read

Barron’s Magazine – March 3, 2025 Preview

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BARRON’S MAGAZINE (March 1, 2025): The latest issue features ‘The Great Wall Of Worry’ – Chinese problems to beyond U.S. tariffs, but there are fresh reasons to dip into a once-shunned market. Where to invest now?

Chinese Stocks Are Beating U.S. Stocks. Where to Find the Bargains.

As President Trump widens his tariff threats to other nations and China backstops its economy, investors are dipping back into a market they once shunned.

Trump Assails Zelensky. Ukraine Is Part of a Global Power Shift.

The president’s advisers are planning for a shift in the global balance of power. Their plans would reshape the global economy.

Are Social Security Checks Safe From DOGE’s Cuts?

Congress would have to change benefits, but cost cuts are starting to ripple through the Social Security Administration. What to know.

The Gold Rally Can’t Be Stopped. How to Play It Now.

The precious metal has more than doubled the S&P 500’s return. Is silver next?

Barron’s Magazine — February 10, 2025 Preview

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BARRON’S MAGAZINE (February 8, 2025): The latest issue features ‘Trump Tumult’….

Trump 2.0 Is Shock and Awe. What Wall Street Will Stand For.

President Trump is taking aim at China, DEI, wind power, and more, but he isn’t targeting mainstream business. If he goes too far, will the mark

Musk Loves Wreaking Havoc, Whatever the Cost. Trump May Have to Pay the Bill.

Elon Musk’s aggressive approach to DOGE’s cost-cutting efforts could become a liability for President Donald Trump.

6 Steps to Raising Money-Savvy Children

From preschool through adulthood, there are many opportunities to help children develop healthy financial habits.

Younger Investors Like Options and Crypto. They Might Be Sorry.

Members of Gen Z are starting their investing journey at younger ages than older generations did.Long read

Private Equity Is Booming. Does It Live Up to the Hype?

The $15 trillion market for private assets is thriving. What to know if you want to dip in.4 min read

Barron’s Magazine – February 3, 2025 Preview

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BARRON’S MAGAZINE (February 1, 2025): The latest issue features ‘The AI Reset’ ….

After DeepSeek, Tech Stocks Still Win. Here’s How AI Is Getting Reset.

DeepSeek could spark a shift from hardware to software, similar to what happened to traditional computing beginning in the 1990s.

After DeepSeek: The Mag 7 Will Bend, Not Break

News of a cheaper AI model exposes vulnerabilities for Nvidia, Amazon.com, Alphabet, and other hot-shot companies. Here’s why Wall Street’s concerns might be overblown.

The LA Fires Burned Thousands of Homes. Insurers Saw the Risks Coming.

What made the wildfires devastating was their path through the Palisades, where home values hover around $3.4 million and aging structures were tightly packed in a recognized high-risk fire zone.

New Rules Take Effect for Inherited IRAs. It’s Still a Mess.

Heirs may be able to avoid a big tax hit by following certain withdrawal strategies.