Retirement Plans Disappear When Parents And The Kids Return Home

Retirement Plans Disappear When Parents And The Kids Return Home

More and more Americans are finding that instead of enjoying their retirement, they are instead supporting their adult children and aging parents at the intersection of our Aging of the Population and Middle-Class Squeeze investing themes.

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Brookdale Senior Living: are its thematic tailwinds enough to earn a buy rating?

Brookdale Senior Living: are its thematic tailwinds enough to earn a buy rating?

Brookdale Senior Living is a company that is positioned to benefit from our Aging of the Population investment theme. But we must determine whether those thematic tailwinds are enough for its stock to earn a buy rating at this point in time.

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Let’s talk about more Americans retiring outside the U.S.

Let’s talk about more Americans retiring outside the U.S.

While we’re not ready to call the egress of retired Americans to areas around the globe that are more affordable the intersection of our Cash-strapped Consumer and Aging of the Population themes just yet, it is something we are watching. The “just under 400,000 American retirees now living abroad” is less than 0.5 percent of […]

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Unemployment Problems Persist

Unemployment Problems Persist

Perhaps the reason so few are saving is because the job situation isn’t exactly rosy, nor are income levels. According to the most recent report from the Bureau of Labor Statistic, the unemployment rate has dropped to 6.7% which looks on the surface to be good news. However, if you look a bit deeper, the […]

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