Author Archive

Is It Luck or Skill To Your Mutual Fund Manager?

March 21, 2019

Luck or Skill? There’s an ancient question in the investment markets, which is affecting the marketplace in a variety of ways: is an active manager’s investment performance the result of luck or skill? The layperson’s answer would be obvious: anybody who has expertise and works hard at something should, eventually, produce results superior to what […]

Unintended Consequence?

March 19, 2019

Bob Veres

Lifestyle, Money, Polotics, Tax

Sometimes the popularity of a particular investment is driven by unexpected forces. One example, is the so-called SALT (state and local tax) limitation that was imposed in the recent tax legislation, which basically says that you can only deduct $10,000 on your federal tax return for state taxes, including state income and local property […]

Is A New Social Security Fix At Hand?

March 18, 2019

Bob Veres

Lifestyle, Polotics, Retirement, Retirement Planning

We’ve been hearing for years that the Social Security trust fund will run out of money in 2034, and a close reading of the Social Security Administration’s Trustee Report projections ( https://www.ssa.gov/oact/TRSUM/ ) show what this would mean. The Estimates By that time, based on estimates of the number of people earning an income […]

Relative Sizes of World Stock Markets-Then and Now

March 12, 2019

Bob Veres

Investing Insight, Investment, Lifestyle, Market Commentary, Money, World

Shifting Economic Balance Ever wonder how the balance of the world’s economies have changed over the last 120 years? Here’s a really interesting snapshot (see graphic), which shows the size of many countries’ stock markets at the beginning of the 1900s (as a percentage of the total), and as of the start of this year. […]

U.S. Employment History

March 11, 2019

Bob Veres

Lifestyle, Money

Work History When you hear that the workplace of the future is going to dramatically change (due to automation and artificial intelligence), do you ever wonder how the jobs picture has changed over the past 165 years? Recently, the McKinsey Global Institute pored over old records dating back to 1850 and thereafter, to […]

The New National Debt

March 7, 2019

Bob Veres

College Planning, Lifestyle, People

Skyrocketing Student Loans- While some are worried about the rapidly growing U.S. national debt, others are looking at a different debt bomb that is slowly ticking in American households. Debt by Americans age 19 to 29 years old exceeded an astonishing $1 trillion at the end of last year, the highest exposure for the group […]

Risk of Your Retirement Savings in Stocks

March 4, 2019

Bob Veres

Investing Insight, Investment, Money, News, Retirement, Retirement Planning

Buried in a recent report by Fidelity Investments was some remarkable news. Last summer, the mutual fund and retirement plan provider noted that there were more than a million people with more than $1 million in their 401(k) accounts. Then December hit, wiping out almost 20% of the value of the S&P 500 index, with […]

The Cost of Kids

February 26, 2019

Bob Veres

Lifestyle, Lifestyle, Money, People

Chances are, you already know it’s expensive to raise a family in this day and age. But exactly how much over the 20 years until your kids reach the age of maturity? A recent analysis by the EverQuote organization estimated various costs for two parents plus a son and daughter for normal costs like housing, […]

Habits for Entrepreneurship

February 26, 2019

Bob Veres

Lifestyle, Lifestyle, Money, News, People, World

Virgin Group founder and self-made billionaire Richard Branson dropped out of school at the age of 16 to start Student Magazine, and later founded Virgin Records—and a few other businesses along the way. Over time and various blog posts, he has recorded some thoughts on how to be successful in business and in life, apparently […]

The Wines of the Wealthy

February 19, 2019

Bob Veres

Lifestyle, Lifestyle, News, Retirement

Have you ever enjoyed a glass of wine at dinner and wondered what the one-percenters are enjoying at their tables? Or, perhaps, the one-tenth-of-one-percenters? Sotheby’s, the auction house based in New York, London and Hong Kong, recently released its 2018 Wine Market Report, which is a summary of the auction action last year among […]

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Author Archive

Is It Luck or Skill To Your Mutual Fund Manager?

Unintended Consequence?

Is A New Social Security Fix At Hand?

Relative Sizes of World Stock Markets-Then and Now

U.S. Employment History

The New National Debt

Risk of Your Retirement Savings in Stocks

The Cost of Kids

Habits for Entrepreneurship

The Wines of the Wealthy

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