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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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Second Homes and Vacation Homes

March 17, 2017

This time of year, many people’s thoughts turn to second homes and vacation homes. Some return from a winter vacation and think about buying a place in that location to spend a month or more in the winter. Others think about a summer place. Many times, these second homes are intended as an eventual retirement […]

Maximizing the Power of the Stretch IRA

March 17, 2017

You probably know the basics of establishing the Stretch IRA: name younger beneficiaries, be sure your beneficiary designations are up to date and discuss the Stretch IRA with your beneficiaries. If so, it’s time for you to consider the next steps to maximize the after-tax value of your IRAs for the next generation. You want […]

Waiting for the Economy to Catch up with Sentiment

March 17, 2017

The surge of optimism among households and businesses still isn’t reflected in economic activity, other than stock prices and the labor market. To put it another way, consumer and business optimism increased since October, but behavior hasn’t changed. The NFIB Small Business Optimism Index recently surged to its highest level since December 2004. Consumer Confidence, […]

Jay Leno’s Wealthbuilding Diversification Strategy

March 17, 2017

Most people have heard about diversifying their investments. Few have heard about diversifying their income sources. This article explains that Jay Leno and many others always tried to have more than one source of income and would save a lot of their income. Anyone can employ this strategy — it all starts with creating at […]

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Bulls and Bears Within the Broader Markets

March 16, 2017

  Most investors and the media focus on the broad market indexes, but there are a lot of changes taking place in the stock markets that aren’t reflected in the major indexes. Let’s take a look at these changes, using the Dow Jones indexes. The Dow Jones Industrial Average is up 5.4% for 2017 and […]

Predicting Stock Market Bubbles and Crashes

March 15, 2017

Some professors at Harvard concluded that it is possible to anticipate which of those rises in stock market sectors will burst and lead to a crash. After studying a lot of bubbles and crashes and running the data through computers, they concluded that there are common characteristics in stock market crashes. Even so, their tools […]

Index Investing Isn’t Passive Investing

March 14, 2017

I’ve discussed this in the past. People tend to use the terms “index investing” and “passive investing” interchangeably. They’re not the same. It might be passive for you to invest in an index fund, but it’s also passive for you to invest in a non-index fund. The index fund itself is not passive, because indexes […]

The Big Yawn About the Fed

March 9, 2017

Today is the market’s 7th anniversary of the 2009 stock index lows. Until recently, the seven-year stock market rise depended on easy Fed policies. Less than a year ago, a report that the Fed was about to raise interest rates would send panic through the markets but that no longer is the case. Last week, Chairman […]

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