Author Archive

The SECURE Act: What It Means

January 2, 2020

Bob Veres

Financial Activism, Money, News, People, Retirement

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A bill entitled The Setting Every Community Up for Retirement Enhancement (SECURE) Act passed the U.S. House of Representatives last May by an overwhelming majority, and it was called the most comprehensive, sweeping retirement security legislation in recent history.  A few days ago, the Senate finally passed the same legislation by attaching it to its [...]

Are Americans really that Destitute?

July 2, 2019

Bob Veres

News

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You’ve probably heard, in campaign speeches by Democratic Presidential contenders, that almost half of all Americans couldn’t cover a $400 emergency expense.  Senators Kamala Harris, Elizabeth Warren and Bernie Sanders have all told audiences some version of this line. Basically, they’re saying that many of us couldn’t afford to pay for a flat tire or […]

Is It Luck or Skill To Your Mutual Fund Manager?

March 21, 2019

Bob Veres

Investing Insight, Investment, People

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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

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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 […]

U.S. Employment History

March 11, 2019

Bob Veres

Lifestyle, Money

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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

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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 […]

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