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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Is Inflation about to Stir?
Inflation has been one of the major puzzles since the financial crisis. Many people expected that after the Fed began its zero-interest-rate and quantitative-easing policies in 2009, inflation would rise to troublesome levels. That didn’t happen, and inflation has been stubbornly below average for years. Inflation has increased the last few years, but it has […]
Roth IRAs for Your Children and Grandchildren
I’ve long recommended that people consider contributing to Roth IRAs for their children and grandchildren to the extent that the youngsters have earned income. It’s a great way to give and establish a foundation for them, and also to help them learn about money management. Here’s an article that explains the strategy in detail. Here’s […]
Avoid U.S. Investments? The 4 Drivers of Stock Market Returns and their Current Viability
Two prominent investment firms are arguing that this good be a good time for U.S. investors to sharply curtail or eliminate U.S. stocks and bonds from their portfolios. They see a lot of risk from U.S. investments. They also see better value and higher growth prospects in many overseas assets. Read Research Affiliates thoughts here […]
Deciphering the Latest Market Changes
Have you noticed the changes in the markets over the last few weeks? I don’t mean the sudden lack of new record highs in the major U.S. stock indexes. I’m asking about the changes in market leaders. All year, technology stocks have been leading the indexes higher, and the NASDAQ 100 has been the top […]
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The Investing Dominance of Vanguard and BlackRock
Investors are fleeing active management of stock investments for index funds. That puts Vanguard and BlackRock in the driver’s seat, because they are the sponsors of the leading index funds and ETFs. This article points out that if recent trends continue, the two firms will control enough of the stock market to effectively be in […]
The Year of Positive Economic Surprises
We’re about to be inundated with economic and market forecasts for 2018. Before you spend much time with those forecasts, consider how accurately the forecasts for 2017 were. Market forecasts are notoriously inaccurate, but most of the forecasts for 2017 were farther off the mark than usual. I like to follow the Citi Economic Surprise […]
Investors Set to be Surprised Again in 2018
Investors have been surprised by 2017. We’ve had stronger-than-anticipated global growth. Earnings growth exceeded expectations and interest rates haven’t increased as much as forecast. Global stock prices rallied beyond most projections, and bond prices recovered from their lows. Yet, markets indicate investors continue to expect weak growth in the economy, along with earnings growth and […]
Happy Thanksgiving 2017
Happy Thanksgiving 2017 I prepared this week’s Bob’s Journal early and in a different format because of the Thanksgiving holiday. Next week, I’ll be back to our regular journal entry. Once again, this has been a year of surprises, but none of them derailed the economy or the stock markets. One year ago, many analysts […]
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
