Bob Carlson offers his expert opinion on where to invest your money so that you can get through retirement safely and securely
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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 […]
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 […]
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, […]
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 […]
In my new Retirement Watch Spotlight Series, I’ll share my newest breakthrough strategies for protecting your assets and growing your portfolio, including how to prepare for the next market downturn. Click here now to learn more.
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 […]
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 […]
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 […]
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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