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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 Challenging Phase for Investors Begins: Investment and Economic Review — June 2018

May 31, 2018

Six months ago in my semiannual investment and economic review, I explained how the United States was in the midst of a transition from a period of very easy monetary policy to a tighter policy. This transition now is over, and we are currently in a period of tight monetary policy and in the late […]

The Costs Of Loss Aversion on Investment Performance

May 29, 2018

Most people fear losing money than missing out on gains. It’s known as loss aversion. This article explains the costs of loss aversion and why it is so widespread. Of course, it’s the type of article that often appears at market tops and makes those who fear losses more confident they are right than they […]

How Markets Respond to Monetary Policy

May 24, 2018

The Federal Reserve’s been tightening monetary policy since 2015, yet economic growth remains solid. The economy’s resilience after the Fed’s tightening is a mystery to a number of investors and analysts, but it shouldn’t be. It’s a normal part of the economic cycle. The federal funds rate has been increased six times since the Fed […]

How Big Is The Technology Stock Market Bubble?

May 23, 2018

Large technology company stocks have been leading the markets higher, and that’s creating some imbalances. In this article, an accounting professor argues that by key measures of valuation technology stocks currently are more highly valued than during the tech stock bubble of the late 1990s. He’s mostly concerned about the unicorns, the relatively new tech […]

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How to Know if Stocks are Too Expensive?

May 18, 2018

Dr. Ed Yardeni says they aren’t, using the real earnings yield as a measure. He also explains why he likes this measure of value over others and what it’s saying today. As I observe in my book, there are lots of valuation models. None are infallible. None are right all the time. I like the […]

Knowing What Your Index Fund Invests in

May 17, 2018

Investors need to be aware of changes in the major stock indexes. Index fund investors, of course, need to know how the indexes are composed so they’ll know what’s in their portfolios and the risks they are taking. Investors in non-index, or active, funds should know what’s in the indexes, because mutual funds usually are […]

Charlie Munger’s Secrets to Successful Investing

May 17, 2018

It’s pretty easy to do and it’s not much of a secret. But this article says one of the keys to Charlie Munger’s success is that he reads a lot. Any time he is waiting is spent reading, and he often arrives early for meetings and other scheduled events so he’ll have some time to […]

ETF Investing: Thoughts On An ETF Crash

May 14, 2018

Some analysts criticize ETFs that invest in certain kinds of assets. They point out that the ETFs have more daily trading volume than the underlying assets they buy, or at least trade a substantial percentage of that underlying volume. What happens, then, when a lot of investors want to sell the ETFs and few want […]

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