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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Protecting Your Nest Egg from High Prescription Drug Bills
Medical care will be one of your highest expenses during retirement, and prescription drugs will be among your highest medical expenses. A 65-year-old couple today that has median prescription drug expenses for the rest of their lives will need $165,000 of savings to have a 50% chance of covering their health expenses in retirement, according to the Employee Benefits Research Institute. To […]
Ensuring the IRS Allows Charitable Contribution Deductions
Many deductions for charitable contributions are going to be disallowed, because too many people still don’t know and aren’t following the rules. The IRS issued new paperwork requirements during the George W. Bush administration and uses them to deny deductions to people who miss a few details. Under the rules, it doesn’t matter if you can prove you really did make […]
6 Essential Year-End Strategies for IRAs
It is time to button down your individual retirement arrangements (IRAs) and be sure you make all the right moves by the end of the year. IRAs are one of the two or three most valuable assets owned by most households. Relatively small differences can compound to substantially change the value of your nest egg. That’s why it’s important not to miss […]
An Important Stock Market Crash Anniversary
It was 30 years ago today that the U.S. stock markets experienced Black Monday, still the largest single-day decline in the stock indexes. The Dow Jones Industrial Average declined 22.6% in one trading session. That was 508 points at the time and about 5,775 points at today’s level. But that was only part of the […]
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Dodge & Cox Profile
One of my favorite mutual fund firms is Dodge & Cox. Their stock fund consistently has beaten the S&P 500 over an extended period. The firm charges low fees, and its winning investment style has continued to excel through several generations of management. Read the profile. The old-school investment firm does virtually nothing to promote […]
The 5 Steps Every Investor Should Take Now
Everyone knows markets go up and down. It’s the natural ebb and flow. Amazingly, though, few investors ever prepare for big, dramatic, fast turns in the markets. In my new Retirement Watch Spotlight Seminar, you’ll learn why now is the best time to prepare your portfolio for the inevitable next downturn in the markets and […]
The Dollar Bounces Back
The reversal in the U.S. dollar is the big news in the markets. The dollar soared after the election but began a steady decline in January that didn’t stop until recently. At one point, the dollar was down almost 10% for the year against a basket of major currencies. That was its longest and steepest […]
When to Consider Tactical Investing
Tactical investing is when you change a portfolio’s asset allocation from time to time based on what’s happening in the markets and economy. For example, you might reduce stocks after they’ve had an extended rally or reduce bonds when interest rates seem about to rise. This article points out that tactical investing isn’t for everybody […]
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
