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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The Case Against Warren Buffett – Is Robo Advising Better?
In his 2016 shareholder letter, Warren Buffett devoted a lot of space to arguing that individual investors shouldn’t try to invest like he does. They shouldn’t use mutual funds or individual stock picks to try to increase their returns. Individuals should invest in low-cost index funds, according to Buffett. Not every agrees. In a CNBC […]
A Case for Preferred Stocks
We sold preferred stocks from the Retirement Watch portfolios last July. They’ve since declined a bit as interest rates rose. This article makes the case that preferreds are the only part of the markets potentially trading at a discount and in particular favors two preferred stock issues, both from banks. But the recommendation comes with […]
The Markets so Far in 2017
The first two months of 2017 are behind us. Let’s take a look at how the main asset classes began the year. It’s quite a contrast from 2016, when all assets except government bonds were in freefall. U.S. stocks took most of the headlines in the first two months of 2017. You’re probably aware of […]
Identifying and Avoiding the Risks behind the Headlines
Will there be major economic and financial policy changes in 2017? Should your portfolio be adjusted to reflect those changes? Those questions dominated the recent MoneyShow Orlando. As I’ve said recently, we are in a period of exceptional uncertainty. A wide range of policy changes is possible, and that means a wide range of economic […]
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Warren Buffett’s Latest Letter
The 2016 shareholder letter from the chairman of Berkshire Hathaway was posted on Saturday. In his review of the year’s business operations, Buffett also reviews how his investment strategy has changed over time. I’ve seen this discussed elsewhere, but it’s not something Buffett often draws attention to or gives his perspective on. He also gives […]
Rising Investor Confidence
A little more than a year ago on February 9, 2016, the global economy and markets hit an important turning point. You might remember that in early 2016, global markets other than for government bonds were in steep decline. Investors were convinced that we were on the cusp of a deflationary decline. China had a […]
Harvard Endowment’s Investment Problems
The Harvard University Endowment recently overhauled its investment practices. It intends to reduce its staff and rely more on outside investment advisors. But a major problem that university has had apparently isn’t with its endowment investments but with the way its cash is invested. This article explains that over the objections of several of its […]
A Critic of Smart Beta Investing
Smart beta is a form of stock investing that is sort of passive investing or modified index investing. It first is based on academic research showing that investing based on certain factors increases long-term returns above capitalization-weighted indexes. The definition is fluid, but generally investing in low volatility stocks, undervalued stocks, and other strategies are […]
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
