Welcome to Bobsite…

Statistics:  If you torture the numbers long enough you can get them to confess to anything. (Humor is a learning tool)

 Who is Bob?  volunteer to speak at events throughout the country, speaking

 on a number of investor topics. If interested in a speaking visit, email meIf your Chapter qualifies, expenses of up to $500 will be paid by BetterInvesting.
            –I live in beautiful Seattle and winter in warm Arizona–
If you signed up to receive my infrequent newsletter, please add my email address to your Junk email folder to receive infrequent news about the site–or check your junk email folder on occasion to see if something important is there.  The newsletter goes out to many addresses and is sometimes considered spam by some email programs.
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For a number of years I have recommended Vanguard as THE place to invest in index funds.  That has changed.  I decided to eat my own cooking and set up an account at Vanguard.  It took a total of over two hours-forty five minutes, five phone calls, and four agents to get it completed–and then invested in the wrong index fund.  The fifth call was to a supervisor who refused to correct the problem.  (That’s the short version of the problem.)  I wrote a letter to the CEO and received no response, none.  I cannot and do not recommend Vanguard.      –Bob

The Quick Analysis tool has been updated.  The data source changed formatting requiring a new update to version 4.07.  This version corrects a mistake I made.

The Annual Report for manufacturers has been updated. The data source changed formatting requiring a new update to version 9.07.   In addition, the comparison of peer companies has been restored in this version.                   

A new Annualized Return (How Yuh Doin’) tool has been added It will calculate the annualized return from the inception of your portfolio.  See my comments on that page.


If you are interested in a Webinar on “Annuties-good, not so good, or BAD” or “Reverse Mortgages–Pitfalls“, click here, then on the “Online Education” tab.  You will be asked to sign up for a monthly newsletter for InvestEd.  Other excellent webinars are available as well–maybe even more informative.  There is no cost in viewing them. (Your email address will not be loaned or sold.)
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