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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 Yield Curve Warning Sign

January 11, 2018

There is a lot of misunderstanding about a key indicator of the economy and markets. The yield curve is attracting more and more attention. Most of the analysts drawing attention to the yield curve say it is giving or about to give a big warning to investors. I think they’re misreading the yield curve and […]

Navigating the Great Transition: Investment and Economic Year-End 2017 Review

January 5, 2018

Click the arrow above to begin the presentation. Please make sure your speakers are turned up. We’re entering a period with higher than usual uncertainty for investors. The economy and most investments have been supported by extraordinary measures from central banks since 2009. These policies kept interest rates near zero. Now, though, we’re in the […]

Byron Wein’s 10 Stock Market Investment Surprises

January 4, 2018

The BlackStone strategist published his annual list of 10 potential surprises for the coming year, plus five runners up. Byron Wein emphasizes that these aren’t predictions of what will happen. These are events most people discount but that he thinks have at least a 50% probability of occurring. It’s interesting reading every year. He reviews […]

Evaluating the Aging Bull

January 4, 2018

After eight years of strong returns, is it time to consider selling U.S. stocks? Periods of strong returns make many investors nervous. Through 2017, we documented the extended periods of gains in the major market indexes without interruptions by significant declines. These periods without declines are at or near record lengths. The S&P 500, for […]

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Real Estate Investing and Financial Security

January 3, 2018

Wall Street pushes financial assets as the route to financial independence. But several studies I’ve seen say that real estate is the key difference between the very wealthy and others. This article says that land is at least as important and might be the key difference between the 1% and others. But ignoring land is […]

The 2017 Stock Market Review

December 28, 2017

Let’s review the highlights about why 2017 was an extraordinary year in the markets. Strength and consistency were the key qualities of U.S. stocks in 2017. There was very little volatility, especially downside volatility. There wasn’t a meaningful period of decline in 2017, and there really has not been one since early 2016. The price […]

Losing Thousands Investing in Bitcoin

December 20, 2017

No, this isn’t a story about people buying bitcoins before the price collapses or even about being scammed in a get-rich-quick scheme involving bitcoin. It’s about people who opened accounts in bitcoin sometime in the past. Some did it because a customer insisted on paying in bitcoin. Others wanted to try out the new payment […]

A Case for Investing in Emerging Markets

December 19, 2017

Jeremy Grantham of GMO isn’t optimistic about U.S. stocks and bonds for at least 10 years. He’s anticipating a 1% to 3% return from a traditional diversified portfolio. Here he makes the case for increasing your allocation to emerging market stocks. He also is recommending that his clients (institutional investors) make big bets in favor […]

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