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 Fed Faces a New Dilemma
For the first time in years, the Federal Reserve faces twin risks and must decide which it wants to avoid more. Inflation was a very low risk for many years before it surged in 2022. It has been inching lower but remains above the Fed’s target. Inflation has been sticky because of solid economic growth, […]
Where We Stand After Two Years of Higher Interest Rates
There have been a lot of surprises in the two-plus years since the Federal Reserve began its historic interest rate increases. Continue to expect the unexpected. In May 2022, the Fed finally realized, much too late, inflation wasn’t transient. It needed to act. In June 2022, the 12-month increase in the Consumer Price Index peaked […]
The Puzzles Challenging Investors and the Fed: Investment and Economic Review
The economy has surprised investors and most analysts, including at the Federal Reserve, repeatedly the last few years. Investors have been wrong the most about actions the Fed will take. At the start of 2024, investors expected the Fed to reduce interest rates at least six times during the year. More recently, Fed leaders have […]
The Stumble in the Fed Pivot
Expectations about interest rates and inflation changed quite a bit in the first five months of 2024. In January, investors believed the Federal Reserve would reduce interest rates at least six times, a move known as the Fed Pivot. By April, the consensus saw only two rate cuts, and a growing number of investors wondered […]
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Cracking the Nest Egg: How to Generate Lifetime Income
The main goal of saving and investing during our careers is to turn the accumulated wealth into income and cash flow that will last our retirement years. You want to establish a retirement paycheck that will continue no matter how long retirement lasts. You also might want to leave a legacy for loved ones or […]
Bitcoin, Digital Assets and Your Retirement Finances: What You Need to Know
On January 10, 2024, the U.S. Securities and Exchange Commission (SEC) approved its first U.S.-listed spot Bitcoin exchange-traded fund. By Jan. 12, 11 spot Bitcoin ETFs traded at the market opening. The spot Bitcoin ETFs attracted a flood of money, making them the most successful ETF launches. The U.S. Comptroller of the Currency has begun […]
Markets Realize Rates Will Be Higher for Longer
Investors finally are accepting that the Federal Reserve is in a “forever war” against inflation. Beginning in early 2022, investors ignored strength in the economy and labor market and convinced themselves the Fed soon would bring interest rates back near zero. The furious stock and bond rally of November and December brought the yield on […]
Must-Take Retirement Finance Actions for the Rest of 2024
This is a unique year, and one important way to respond is to examine your retirement and tax plans now, instead of waiting until near the end of the year. Events are happening and are likely to occur that could greatly change your retirement finances. I review them and how you need to respond in […]
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
