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.
Get access to our full article archive by subscribing to Retirement Watch and Retirement Watch Spotlight Series.
What You Should Know About the New Trump Accounts
The One Big Beautiful Bill Act (OBBB) that President Trump signed into law on July 4 created his namesake Trump Account as savings vehicles for young people. Trump Accounts, a variation of IRAs for youngsters, will interest parents and grandparents, especially those of newly born children. The accounts can be opened for anyone who is […]
Build a Portfolio for a Complicated, Uncertain World
It has become a very difficult, complicated world. U.S. policies are contradictory, producing mixed effects on the economy and markets. The One Big Beautiful Bill Act (OBBB) will provide fiscal stimulus by making the 2017 tax cuts permanent and adding tax breaks. Despite the well-publicized spending reductions, OBBB increases overall federal spending. But most of […]
The Headwinds to Growth Increase
Investment markets are saying everything is fine. They don’t have major worries about tariffs, the “one big, beautiful bill” (OBBB) in Congress or international tensions. By early June, U.S. stock indexes had recovered most of the losses that followed the Liberation Day tariff announcements. Returns for the calendar year were positive again, and the indexes […]
Headwinds Increase for the Economy, Markets
The good news is President Trump seems to be backing away from his most extreme tariff policies. The bad news is that damage has been inflicted, and he seems intent on maintaining a universal 10% tariff with higher tariffs on China and a few other countries. Of course, anything about this could change at any […]
SUBSCRIBE TO RETIREMENT WATCH
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.
Beware of the Unintended, Secondary Effects of Government Policies
Too often, policymakers overlook the secondary or unintended effects of policies. I’m concerned about both the initial effects and potential secondary effects of recent policy changes. We’ve seen the cascading stock prices that are an initial effect of a tariff and trade war. A characteristic of the last few years was the exceptional performance of […]
Tariff Whiplashes Lead to Market Whiplashes
Be sure the seat belts and shoulder harnesses are buckled tight. The ride will remain bumpy. Elevated levels of tension and insecurity are a consequence, probably an intentional one, of President Trump’s governing style. The good news is that the U.S. economy started the year relatively healthy and balanced. It can withstand a lot of […]
“What the Trump Administration Means for IRAs, Income Taxes, Inflation and More” Conference Call
Welcome to my subscriber-only conference call: What the Trump Administration Means for IRAs, Income Taxes, Inflation and More… Click on the image below to listen to the conference call. Click Here Now to Learn More About the Lifetime Retirement Protection Program
“What the Trump Administration Means for IRAs, Income Taxes, Inflation and More” Conference Call
Welcome to my subscriber-only conference call: What the Trump Administration Means for IRAs, Income Taxes, Inflation and More… Click on the image below to listen to the conference call. Click Here Now to Learn More About the Lifetime Retirement Protection Program
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
