Retirement Investing
Bob Carlson offers his expert opinion on where to invest your money so that you can get through retirement safely and securely
Found 896 Articles.
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Starter Funds for the Grandkids
Grandparents who want to begin modest accounts to benefit their grandchildren face fewer choices. Many grandparents would like to invest a small amount of money for a grandchild and add a little to it each year. After a couple of decades or more, the grandchild will have a nice sum of money to pay for […]
Anyone Can Build a Hedge Fund Portfolio
Our portfolio of mutual funds with “hedge fund” strategies is still delivering the steady, solid returns we set as its goal. This last quarter also shows why I put together this collection of funds. You can see how they work together as a portfolio to achieve steady returns. The portfolio had a modest gain for […]
Investment Strategies for a Sluggish Market
The markets across the board have had corrections. The first quarter of 2005 was the worst quarter in two years for the S&P 500. Investors’ problems for the quarter did not end with the big company stocks that make up that index. My database of mutual funds and exchange-traded funds showed negative returns in March […]
Hedge Funds for the Little Guy
Our diversified portfolio of alternative mutual funds continues to do its job. We designed it to deliver solid long-term returns without the volatility of the stock market indexes. That is what we are getting. Long-time readers know that the Alternative Portfolio is a collection of mutual funds that use investment strategies similar to those used […]
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What you don’t know about retirement can hurt you. In fact, just a few wrong decisions in your investments, taxes, or estate planning could completely derail your retirement plans. Worse yet, the rules of the game keep changing, making it harder to keep up. For these reasons, I’ve assembled all the key points – everything you need to know — into one comprehensive report. Click here today for free access.
How Pension Payouts Are Affected By Interest Rates
The prospect of rising interest rates this year could affect retirement payouts. If your retirement plan offers a choice between an annuity and a lump sum and you were planning to retire in the next year or two, pay attention now. Lump sum payouts increase as interest rates fall and decrease as rates rise. The […]
How to Handle a Tough Market
Stocks packed a substantial correction into the first two weeks of January. Most indexes and sectors absorbed significant declines both in absolute terms and when compared to their 2004 gains. The S&P 500 gave up 25% of its 2004 gains in the following two weeks. The transportation index saw 17% of its substantial 2004 returns […]
Estate Planning: New Looks in 529 Plans
States are making big changes in their 529 college savings plans. These are the tax-advantaged plans that help people save for the education expenses of their children or grandchildren, or anyone else for that matter. Numerous forces caused the changes. It has been pointed out, in this newsletter especially, that after the 2003 tax law […]
Growth Strategies for a Flat Market
Have you earned 0% or even lost money on your investments over the last five years? Most investors aren’t as fortunate as we have been. The major stock indexes are about where they were five years ago. Anyone who follows the conventional buy-and-hold index investing strategy has no net gains or modest losses to show […]
529 College Saving Plans
Active versus Passive Investing
Art and Collectibles Investing
Asset Allocation
Bear Market
Bonds and Tips
Bull Markets
Cash Management
Commodities
Cryptocurrencies
Diversification
Dividend Investing
Endowment Investing
ETFs
Financial Crisis
Global Markets
Emerging Markets
Gold and Silver
Hedge Funds
Index Investing
Interest Rates and the Yield Curve
Investing for Children and Grandchildren
Investing Strategies
MLP's
Momentum Investing
Mutual Funds
Passive Investing
Portfolios
Real Estate Investing
Risk Management
Shiller
Smart Beta
Stock Market Bubbles
Stock Market Crash
Stock Market Votality
Stock Markets and the Economy
Stock Valuations
Stocks
Value Investing
Warren Buffett
