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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Managing Today’s Overlooked Risks
Investors and markets have been calm and steady for a while. That’s generating some profits but means some risks are being overlooked or downplayed. The U.S. economy continues to grow. The low first-quarter gross domestic product (GDP) growth didn’t reflect the real state of the economy. The bulk of the data reported during the quarter […]
Managing Your Taxable Accounts for Maximum After-Tax Returns
Too many investors wait until late in the year to maximize after-tax investment returns. That costs them a lot of money. Later this year, most financial publications and websites will run articles on “year end tax planning for investors.” The problem is you should be mulling these strategies all year. Every time you consider a […]
Increase After Tax Wealth by Matching the Right Assets to the Right Accounts
How much time do you spend on asset location? Notice, that’s asset location not asset allocation. If you’re like most investors and even financial advisers, you don’t give asset location much time or attention or use some oversimplified rules of thumb. Over time, that oversight reduces after-tax returns, and that means your nest egg won’t […]
The Roots of Today’s Growth
Remember the global panic of early 2016? The recent economic growth and market strength had their roots there. You might remember that in late 2015, investors started to see warning signs in China. China’s stock markets had a very strong 2015, largely because regulators had changed the rules to allow more leveraged investing. As 2015 […]
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Hard Data versus Anecdotes
There are significant inconsistencies between the major economic reports, and it’s important to resolve them. I’ve pointed to the inconsistencies several times in these weekly updates. Sentiment surveys and anecdotal reports have been extremely positive. The Small Business Optimism Index and consumer sentiment surveys surged to multi-year highs a few months ago. While they’re below […]
Highlights from the Berkshire-Hathaway Annual Meeting
The annual meeting of Berkshire-Hathaway is capped off each year with its two leaders, Warren Buffett and Charlie Munger, answering questions from shareholders and the media. It’s usually full of interesting and amusing comments. This article is a digest of some key points. And here’s a different take on the highlights. “I would say I’ve […]
A History of Mutual Funds
This is a republication on the web of a magazine article from 1999. It’s fairly brief, but it highlights some key points in mutual fund history in the U.S. I’ve always believed a good investor is a good historian. It’s important to take long-term perspectives such as this. Fund managers themselves are feckless forecasters. One […]
How Markets Fared in the First Third of 2017
We put the first third of 2017 behind us at the end of April and we now should take a look at how the different markets fared that month and so far this year. The big story was the U.S. dollar. You might remember that after the election in 2016, the dollar rose sharply. Investors […]
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
