Retirement Investing
Bob Carlson offers his expert opinion on where to invest your money so that you can get through retirement safely and securely
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7 Key Retirement Finance Actions and Strategies for 2025
We’re going to have a volatile year. Many changes and new issues are likely during 2025. That’s why, in the year’s first Retirement Watch Spotlight Series, I review the actions and strategies you should be considering and putting in place for the year. First, I review some key trends and underlying issues that began in […]
Look for Higher Growth, Risk of Higher Inflation
How much of the good news and higher expectations are already priced into asset prices? November’s election results surprised both political and economic analysts. Investors quickly became more optimistic and repriced assets. Bitcoin had the biggest move. On Nov. 3, its closing price was $67,811. On Dec. 5, it closed above $100,000 for the first […]
The Fed Finally Pivots. How Long Will It Last? Investment and Economic Review
Fed officials say they want to bring rates down to normal or neutral levels as soon as they can, but events might be working against them. The Federal Reserve finally began reducing interest rates in September, several years after most investors thought they would. But how long will it be before the Fed has to […]
The Markets Are Looking Ahead
A lot changed after the Con- sumer Price Index (CPI) began sliding last spring, and those changes helped our portfolios. Since the June CPI data was re- leased, the equal-weighted S&P 500 Index and smaller company stocks have outperformed the S&P 500 In- dex, growth stocks and large compa- ny stocks. That’s a sharp reversal […]
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Did the Fed Wait Too Long?
Tighter monetary policy and higher interest rates finally had their intended effects, slowing growth and reducing inflation. The question now is whether the Federal Reserve waited too long to reverse policies. While most analysts focus on Fed policies, productivity and an expanding labor force are the unsung heroes of the last couple of years. They […]
Lower Growth Suddenly Worries the Fed
The Federal Reserve, now worried about slow economic growth, shifted its focus from inflation to the labor market. The unique feature of the current economic cycle is growth wasn’t fueled by private sector borrowing. Instead, government borrowing and spending powered the economy. That’s why the rapid increase in interest rates beginning in 2022 didn’t trigger […]
Big Surprises Make Investors Reposition Their Portfolios
Recent economic data and policy changes caused investors to doubt the durability of economic growth and reposition their portfolios. Stock indexes tumbled while bonds rose in late July and early August. One trigger was the Employment Situation reports for July. The unemployment rate rose. The number of new jobs created was well below both expectations […]
Working After 62 Changes Social Security Benefits
One of the most misunderstood Social Security issues is how working past age 62 affects retirement benefits, whether you delay benefits or claim them while still working. Misunderstandings often cause people to make the wrong decisions about claiming benefits or mislead them about the likely level of benefits. You can begin claiming Social Security retirement […]
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
