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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Advice From Harry Markowitz on Investment Diversification
Markowitz was a Nobel Prize winner in Economic Science and is credited with establishing the foundation of modern portfolio management. This article reminds us of Markowitz’s advice for every investor: “Diversify,” Nobel-Prize winner Harry Markowitz once responded when asked how investors should approach the stock market. “And if I had to offer a second piece […]
Explaining Rising Stock Markets in the Midst of a Tariff War
In the last week, many market watchers probably saw an apparent contradiction: U.S. stocks were on the rise despite a global trade war and various geopolitical tensions. Why, and how, could this be the happening? Explaining short-term changes in the markets is always difficult and risky, but I’m going to try. Financial engineering by American companies […]
A Fresh Look At The Yield Curve
Many economists say they’re worried about the economy, because the yield curve is flattening. The yield curve does have a good record of forecasting recessions ahead of time, but the details are important. In these times of unusual monetary policy, it’s important to take a close look at the details and the history. This blog […]
Bob’s Journal
I hope each of you had an excellent July 4 holiday. In this holiday-shortened week, let’s diverge from our usual Bob’s Journal entry. This week let’s take a look at a crime that has touched or scared almost everyone: identity theft and cybercrime. I share the insights from a published interview with Frank Abagnale, author […]
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Markets Without People – Passive, Index and ETF Investing
Howard Marks of Oaktree Capital in his latest shareholder memo addresses the consequences of index investing, quantitative investing, and artificial intelligence. In other words, he addresses the trend toward investing with minimal interference from people. He starts with a nice history of passive investing and exchange-traded funds, and then goes on to discuss his view […]
Lining up Your Cash Sources for the Next Emergency
One key to a successful retirement is being able to handle the surprises. You don’t know when the surprises will come or what they will be, but you can bet retirement will have surprises. A sharp market downturn is one possible surprise. A wide range of large, unplanned expenses also is possible: home repairs, auto […]
Don’t Discount the Power of the Fed
Trade conflicts and the dollar appear to be moving markets, but don’t discount the power of the Fed. As the first half of 2018 draws to a close, let’s see how various factors played out during that time, starting with the overall stock market. Here, the major indexes started the year by hitting a series […]
Your Retirement Finance Week in Review
Inflation has been rising. Should the Federal Reserve be worried about it? The Consumer Price Index (CPI) has been rising steadily since early 2015. It recently settled in above 2%, and the headlines announced that the latest 12-month reading was at the highest level since 2011. Some Fed officials, including Chairman Jerome Powell, have said […]
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
