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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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Preparing for the End of the Bull Market

June 19, 2017

It’s one thing to worry about when the bull market in stocks will end. It’s another thing to really think about it and prepare for it. This article is an in-depth review of why people need to prepare for bear markets and the many options you have for setting your portfolio for bad times. As […]

The Outlook for Earnings

June 15, 2017

What’s the outlook for U.S. corporate earnings and what does it mean for stocks? Earnings were in a recession, even while the economy grew, from 2014-2016. Earnings for most companies declined year-over-year during that period. Late in 2016, we finally saw positive and even robust earnings growth. Analysts generally expect such strong earnings growth to […]

The Return of Active Managers and Hedge Funds

June 15, 2017

This article covers a conference that tipped against the current wisdom. The conference participants talked about the advantages of hedge funds and active stock fund managers. Most participants seemed to agree that over the last few years, the vehicles haven’t delivered what investors expected. But they expect that investors will want these vehicles sometime in […]

Is a Bear Market Coming? A Response to Pessimists

June 12, 2017

Some analysts have been forecasting the end of the economic expansion and bull market in stocks for awhile. In fact, both are on the verge of setting longevity records. This article explores the records and why the expansions have continued. It also forecasts they are likely to continue for a while. Don’t be nervous. It […]

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Understanding the Latest Employment Reports

June 8, 2017

Last week’s Employment Situation reports disappointed some investors and analysts. They’re misinterpreting the data. The government reported only 138,000 new jobs created. Also, last month’s reported 211,000 new jobs were revised down to 174,000, well below the numbers of the past year, thus raising concerns among some observers about reduced growth. In addition, average hourly earnings increased […]

A Sampling of Investment Advice from Buffett, Dalio, and Others

June 2, 2017

The author of this post put together some advice and thoughts from successful people he admires, including Warren Buffett, Bill Gates, Charlie Munger, Ray Dalio, and others. Dalio starts with a rational analysis of the information he has and from that he forms a hypothesis. He then exposes that hypothesis to thoughtful people with alternative […]

Sell in May and Go Away?

June 1, 2017

Investors who followed the old adage to sell in May and buy again in November missed some nice gains in the last month. The S&P 500 rose 1.40% for the month of May and is up 8.62% for the year to date. The Dow Jones Industrial Average returned 0.71% for the month and 7.41% so […]

Investing and Political Uncertainty

May 25, 2017

How do you invest in a time of high political uncertainty and volatility? We had to deal with that issue several times in the recent past, and most investors handled it the wrong way. After months of very low volatility and what I’ve been calling complacency, investors had a wake-up call last week. A special […]

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