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Could we see a 1% 10-year Treasury note yield? | David Kotok's Tumblr This article hasn't been properly updated with current bond yields - the 10 year t-note briefly touched a 1.75% yield earlier today. But it does provide a reasonable framework for those who believe that bonds have farther...

The recent market timing threads seem to have all ended, or are in the process of ending, with decidedly mixed results. I seem to remember at least one case of a market timing winner, whereas other posters have sold only to buy back in after the stock market has reached new highs. I guess the...

I am amazed at how much misinformation is spread by the financial press. I just read an article from US News and World Report (which I believe has a fairly good reputation for its financial coverage) that says that RMDs are not required from Roth 401ks. I knew this to be false, and sure enough...

I have just discovered that certain types of distributions from qualified retirement plans are not eligible for rollovers into an IRA. I was previously aware that distributions taken to meet post 70 1/2 RMDs were not eligible to be rolled over. But there are other exceptions as well, and I...

Interesting asset mix. It looks nothing like a traditional balanced portfolio, yet it clearly is reasonably well diversified. The article implies, but doesn't actually state, that Mr. Arends intends to use it for his own investments. I would find it quite ironic if he pulled a fast one and...

It's fascinating to read about all of the thoroughbreds who have needed a win at the Belmont Stakes to complete the Triple Crown, only to fall short. Are there any that stick out in your mind as being exceptionally heart-breaking? Here are three that strike me as memorable. 1. Spectacular...

I have seen quite a few recent threads in this forum which discuss the fact that U.S. stocks are either fully valued or perhaps overvalued based on ten year cyclically adjusted PE ratios (PE10). There has been little or no discussion of the related issue about what PE10 says about the...

Contrary to all expectations, bonds have rallied strongly since the start of the year. Long maturities have outperformed shorter maturities, and government bonds have outperformed corporate. If you had been fortunate enough to be heavily invested in long term government debt on January 1, you...

Looming $500 million default to test China's banking system - Jan. 24, 2014

Welcome to the 4% return market - The Term Sheet: Fortune's deals blogTerm Sheet I generally don't pay a lot of attention to stock market predictions, and ordinarily I would feel the same about this article. But what struck me about this 4% prediction is how close it is to current long term...

Congratulations to Phil Mickelson on his Open Championship. I watched him on Sunday in the last two majors, and there was no comparison. The U.S. Open was a personal tragedy because he's come so close, so often, but my reaction was that he simply didn't play well enough to win. I'd say the...

The recent poll that showed wide (and nearly random) variations in the percentage of assets of forum members being held in taxable accounts got me thinking. Even though conventional wisdom encourages people to put retirement savings in tax deferred accounts, the people who ignore this advice and...

Today I sold about $18,000 worth of stock mutual funds to get back within my target asset range. Routine rebalancing, right? Well, not quite. It was a delayed implementation of the rebalancing I normally would have done at the end of December in order to start the New Year fresh. I intentionally...

I am a new forum member, but have been lurking for a year or so. Eligible for $32k pension. DW is seven years younger and wants to work until age 60 also. Combined income is about $70k until DW retires, which covers all of our living expenses. DW will also be eligible for a pension at...