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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The Scope of Retirement Success
Some years ago, I was a speaker at a conference in the Cayman Islands. Most of the speakers dressed casually and enjoyed the local attractions when we weren’t making presentations. One afternoon, I ran into one of the other speakers in the hotel lobby. He was dressed in a suit and tie. While wiping away […]
Where Will the Fed Drive the Economy Next?
The markets now seem to realize what the Fed has been up to, but the markets probably still are behind the curve. Investors as a group made two of their recurring mistakes during most of 2018. They projected that the recent past would continue indefinitely, and they focused on short-term news, or noise, instead of […]
Can You Spend More in Retirement Than You’ve Been Told?
Longtime readers know I believe the spending plan is the biggest gap in most retirement plans. The spending plan ensures you won’t run out of money in retirement. It answers the question: What’s the maximum amount I can spend each year and not risk running out of money? The longtime consensus among financial planners is […]
How to Navigate the Post-Peak Phase of the Cycle: Investment and Economic Review December 2018
Is the economy getting ready to roll over into a recession? Are we in the early stage of a bear market in stocks, or is the market getting ready to turn around? Is inflation about to surge? You’ll learn the answers to these questions and more in the latest online seminar in my Retirement Watch […]
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Bob’s Journal (12/13/2018)
It is important for investors to ignore the whipsaw actions of the markets during the last few months, because they’ve been caused by short-term news and events. Presidential tweets and rumors about policy changes cause most of the daily fluctuations in the markets. Most of the focus has been on trade conflicts with China, causing […]
How Moving Averages Are Used In Retirement Investing
Moving averages tell us a lot about the stock market, and they’re saying something interesting now. Investors often use moving averages to assess market momentum. A simple moving average is an average of the investment’s closing price over the specified period. To determine the 200-day moving average of the S&P 500, you add the closing […]
Your Retirement Finance Week in Review
The Federal Reserve might have signaled a pause in its tightening policy, but it’s too soon for investors to relax. The Fed began talking about tighter monetary policy in 2013. Then-chairman Ben Bernanke’s remarks led to what is known as the taper tantrum. Markets, especially bond markets, panicked at the notion that the Fed might […]
Portfolio Changes to Increase Our Margin of Safety Amid Market Volatility
This is a good time to be cautious and defensive in your investment portfolio. In this transition from the late stage of economic growth to a period of declining growth, we want to continue our long-standing policy of having a margin of safety and balance in our portfolios, and that requires a few changes in […]
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
