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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Momentum Investing

Investing in Market Trends

Publication: Retirement Watch Weekly

The best way to profit in the markets is to latch on to a trend and profit from it. No matter what is happening with the market indexes, there almost always is a bull market some where in the investment universe. All you have to do is find it. That’s the theory behind my Aggressive […]

Stocks

A Few Stocks For The Long Term

Publication: Retirement Watch Weekly

The Enron accounting scandal hasn’t touched directly our recommended individual stocks. Not all of our picks have been winners in the bear market, but we’ve avoided accounting and management scandals. It takes a bit of work to avoid companies with artificial financial results, and it is not always possible. A concerted fraud effort is impossible […]

Portfolios

Adding Spice to Your Portfolio

Publication: Retirement Watch Weekly

The markets are down, and that is a good time to consider adding some spice to your portfolio. Our recommended portfolios hold investments with a margin of safety and the opportunity for solid, steady profits. For those of you who want to branch out, I’ve found additional opportunities. One of these investments carries more risk […]

Investing Strategies

How to Boost Your Investment Income

Publication: Retirement Watch Weekly

Our “growth bonds” and Income Growth Portfolio continue to offer high and growing dividends to investors. These are great alternatives for income investors who have been burned by traditional income investments. The last decade was difficult for income investors. Yields on bonds and stocks slid all through the 1990s. The average money market fund now […]

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Stocks

Build Your Own Low-Cost Stock Fund

Publication: Retirement Watch Weekly

Small investors face several hurdles when they want to purchase individual stocks instead of mutual funds. Now, there are ways to overcome many of these hurdles. New research shows you need 40-50 stocks in different sectors for a diversified portfolio. (Older research said eight to 16 stocks.) Buying that many stocks for a modest portfolio […]

529 College Saving Plans

How to Find the Best 529 Savings Plan for Your Estate Planning

Publication: Retirement Watch Weekly

Section 529 college savings plans are the best way for most people to save and pay for the education of a child or grandchild. But which plan should you use? The number of plans available has exploded. Most states (34) allow residents of any state to invest in their plans, and they allow distributions to […]

Mutual Funds

The Best Mutual Fund Brokers

Publication: Retirement Watch Weekly

Much has changed in the markets in the last 18 months, and those changes have altered the world of discount and mutual fund brokers. Some brokers have disappeared or merged. At many brokers, you’ll find higher minimum investments, higher costs, or restrictions on investing. But not all the news is bad. More funds are available […]

529 College Saving Plans, Estate Planning Strategies

Estate Planning Strategies: UGMAs vs. 529 Plans

Publication: Retirement Watch Weekly

I have an UGMA account for my grandchild (or child). Can I (or should I) switch to a college savings plan or a trust? I regularly get variations of that question. A Uniform Gift to Minors Act (UGMA) account is the traditional vehicle to save and invest for a youngster. (It’s UTMA in some states.) […]