MoneyLife Radio Buy of the Week: BlackRock, Inc. (BLK)

AAII Journal Editor Charles Rotblut explains to Chuck Jaffe why BlackRock, Inc. (BLK)  is his “Buy of the Week” for October 30, 2018, on the MoneyLife Radio Program. MoneyLife is a daily personal finance show that sorts through the financial clutter to bring you the information you need to lead the MoneyLife. Audio url: Buy…

 

Retirement Withdrawal Calculator

This week’s AAII Weekly Digest highlights these “must-read” AAII articles:   Five Strategies for Withdrawing From Retirement Savings The 4% rule has long been the standard model for drawing down savings in retirement. It is not the only approach to retirement income, however. BlackRock offers five alternatives for making withdrawals. In doing so, the firm…

 

A Rules-Based Approach to Managing a Portfolio

A prelude to this week’s commentary: BlackRock made financial news headlines by announcing a change in how some of its active mutual funds will be managed. Rather than rely on human stock picking, the company is shifting to a heavy reliance on quantitative strategies. Commentary about the change was quick to use the word “robots”…

 

Retirement Can Be Long Enough for Something to Go Haywire

An interesting point was brought up at this week’s CFA Institute’s Financial Analysts Seminar: retirement is a long enough period of time for something to go haywire. The point was brought up by Barton Waring, a retired chief investor officer for Barclays (which is now BlackRock). He raised the topic during a discussion about retirement…

 

A Gold Fund’s Debacle Highlights Risks

Any time a fund invests in something more esoteric than exchange-listed stocks from a developed country or widely traded high-quality bonds, the potential for something to go wrong increases. We saw this happen in December when the Third Avenue Focused Credit Fund—a mutual fund—suddenly shut its doors in response to junk bond losses. Last week…