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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Bob’s Journal
Three key factors are causing small company stocks to outperform larger company stocks in U.S. markets. Large company stocks led the way through the early stages of this bull market, but smaller company stocks surged ahead more recently. As proof, the S&P 500 gained 8.21% for the year to date, while the small company index […]
How Investors Select Mutual Funds
The Investment Company Institute issued results from its latest annual mutual fund shareholder tracking survey. The latest report from the survey explores the factors investors consider when selecting mutual funds. Not surprisingly, most look at past performance. About 40% give a high priority to expenses. Not many consider factors such as the amount the managers […]
Is This The Longer Bull Market
There’s a debate over whether the current bull market will become the longest ever on August 22. The debate hinges over nuances and opinions. The problem is there isn’t a clear, accepted definition of a bear market. Those who say a bear market doesn’t begin until there’s been a 20% decline say this is the […]
Bob’s Journal
Earnings season for the second quarter is over, so you should be ready for stock prices to decline. I know that sounds counterintuitive, since the economy is strong, and growth might be increasing. This earnings season was a positive one with about two-thirds of companies reporting results exceeding estimates for earnings and revenue. Also, more […]
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Why Treasury Yields Don’t Exceed 3%
Since the Federal Reserve began tightening monetary policy, many economists expected yields on treasury bonds to exceed 3%. Investors were burned for several years by betting on higher rates as rates stayed stubbornly low. Even now after rates finally are well above their lows, treasury yields won’t stay above 3% for long. This article gives […]
Alternative Uses of 529 Plans
Suppose you set up a 529 college savings plan for a child or grandchild, and now the youngster doesn’t need it. Maybe the child received a full scholarship or won’t be attending college. This article explains that you have several option. The most logical is to change the beneficiary to another child or grandchild, or […]
5 Ways the Financial Services Industry Comes Up Short: How to Make the Most of Your Wealth
Many high-net-worth people have financial advisors and some kind of financial plan, but I sometimes hear that the advisors chosen aren’t providing the full range advice their clients want or need. In this month’s Retirement Watch Spotlight Series, using research and surveys, I’ll identify the areas in which much of the financial services industry is coming […]
Bob’s Journal
Investors in index funds might want to consider moving to funds that equally weight each stock. The major stock indexes are capitalization-weighted, or cap-weighted. That means each stock’s weight in the index is determined by its market capitalization, which is the value of its outstanding shares of stock. The greater the fund’s capitalization, the larger […]
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
