March 9th 2020 - The 11th Anniversary if the Bottom of the Bear Market of 2007-09
30 Year Treasury Yield is Now Lower Than the Dividend Yield of the S&P 500: My Opinion, A Screaming Buy Signal
Stretch IRA: Rest in Peace
2020 Annual Client Letter: Investment Principals and Market Observations
Social Security Benefits: Claim Now, Claim More Later!
If you were born before 1/2/1954 you may be leaving free Social Security money on the table. A once popular Social Security collection strategy called “Claim Now, Claim More Later” was outlawed with the budget act of 2015.