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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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Inside Dave Ramsey’s Investment Advice

March 27, 2018

This long profile of the national radio show host and financial author has a lot of detail about his advice and his views about the country. From the discussions he has every day, Ramsey says, the once-bitten-twice-shy mentality is creating a whole new set of problems. For one, people reluctant to invest have missed out […]

The Next Phase of the Economic Cycle Begins

March 26, 2018

Important things are happening in the economy and markets. After years of providing massive liquidity, the central banks are shifting gears. The Federal Reserve has been tightening for several years and other major central banks are either tightening or leaning toward it. Also, in the last few months, the economic cycle moved to the late phase after […]

529 Accounts Now Can Be Used for K-12 Tuition

March 26, 2018

Tax reform provided a tool that’s such a good way to help pay for a grandchild’s education that many states are worried it will break their budgets. You’re probably familiar with 529 college savings plans. These are sort of like Roth IRAs for college savings. They were created in the 1990s. Every state sponsors one […]

Trade Talk, Actions Roil The Markets

March 22, 2018

President Trump directed a lot of his attention so far in 2018 at trade policies, and the markets noticed. Trade policies were always a key part of the president’s campaign talking points and agenda, but they were in the background through the first year of the administration. A few modest moves on trade were taken, […]

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What’s Happening To Master Limited Partnerships (MLPs) ?

March 22, 2018

Master limited partnerships (MLPs) have done poorly the last few years. The decline during the commodities bear market was somewhat understandable. Then, the industry began some restructuring. At the start of this year, the bad news seemed to be behind it. The restructuring and distribution reductions largely were over, and energy prices were recovering. At […]

Those Stock Valuation Models – The Fed Model and the Shiller CAPE Model

March 21, 2018

I’ve long argued that stock valuations can be good long-term predictors of returns, but they don’t do much good in the short term. A stock, or an index of stocks, can be extremely undervalued or overvalued for an extended period. This article dives into the details of two models, the Fed Model and the Shiller […]

Digital Currencies and Taxes

March 19, 2018

It’s hard to tell what causes the price of bitcoin to rise and fall, because there are no fundamentals attached to the currency. This article explores the idea that capital gains taxes are the major reason for bitcoin’s recent decline. It says many bitcoin investors didn’t realize that the IRS will tax their profits as […]

Investing in Art: The Rockefeller Estate Art Auction

March 12, 2018

Interesting article about the expected $1 billion auction of the art and other valuable from the estate of the late David Rockefeller. One interesting point is that much of the art was purchased for substantially less than today’s estimated value. Another point is that Rockefeller changed his plans for the pieces over time, partly because […]

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