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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Mutual Funds, Portfolios

The Mutual Fund Scandals and Our Portfolios

Publication: Retirement Watch Weekly

The mutual fund scandals continue to grow. What initially was malfeasance at one hedge fund and a few managers at four fund families now appear to be widespread industry practices. The SEC said a survey of major fund management companies revealed that about 25% of the fund companies admitted to regularly engaging in such behavior, […]

Portfolios, Real Estate Investing

Real Estate and Your Portfolio

Publication: Retirement Watch Weekly

More and more investors are realizing why a long-time anchor in our portfolios is real estate. These investors and their advisors have learned to follow our example. A big advantage of including real estate in a balanced, diversified portfolio is that real estate tends to be non-correlated with stocks. That means real estate usually appreciates […]

Bear Market

The Bond Bear Market And Your Portfolio

Publication: Retirement Watch Weekly

The 21-year party in treasury bonds is over for at least a couple of years. The first phase of the bond bear market probably ended in mid-August. But there is more to come. Investors must adjust to the new bond market. Capital gains from income investments will be few and far between. Safety and income […]

Dividend Investing

The Old Road to Safe, Higher Dividend Yields

Publication: Retirement Watch Weekly

We’re returning to the 1950s – and even earlier. Decades ago, retired people who wanted a reliable source of high income didn’t buy certificates of deposit, money market funds, or bonds. They purchased stocks. Dividend yields on stocks were higher than interest rates on quality bonds. Now that we’ve returned to a world of low […]

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Portfolios, Stock Markets and the Economy

Your Portfolio And The Economy

Publication: Retirement Watch Weekly

Most investors try to forecast the economy and use that forecast to manage their investments. Don’t take that route. There is a long-term relationship between stocks and the economy. Over short and even intermediate-term periods, there is not a strong tie between stock returns and the economy. We don’t have to look back too far […]

Mutual Funds

Carlson’s Choice Mutual Funds

Publication: Retirement Watch Weekly

I keep our portfolios streamlined with my best ideas, but some of you want more than one fund for a sector. For these readers, we’ll take a look at some other funds to consider. One of my favorite approaches to stock market investing is to invest with a good stock picker who buys only his […]

Investing Strategies, Saving Money for Seniors

How to Beat The High Cost of Investing

Publication: Retirement Watch Weekly

Cutting the cost of investing is more important than it has been in years. Expenses didn’t matter much when the stock market returned over 20% annually and bonds yielded over 8%. In the next 10 years, however, I expect bonds won’t return more than their current yields, and the annual average return from stocks will […]

Portfolios

How to Re-Balance Your Portfolio

Publication: Retirement Watch Weekly

You can have a leg up on most investors, including those who are supposedly the most sophisticated. Most investors, even the largest pension funds, neglect to rebalance their portfolios. Yet, rebalancing is an excellent way to improve long-term returns and reduce risk. It is especially valuable with long-term holdings such as a Core Portfolio. If […]