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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A Case for Investing in Emerging Markets
Rob Arnott of Research Affiliates (and PIMCO All Asset All Authority) overweighted portfolios to emerging markets a couple of years early. But he rose their rebound through 2016. Now, he makes the case that the emerging markets recovery still is in its early days. He says low equity valuations, depressed currencies, and positive momentum all […]
The Fed Finally Moves
The Fed finally pulled the trigger on another interest rate hike after a year of hand-wringing, fretting and promises. The Fed also promised three increases in 2017. Of course, a year ago, the Fed announced it expected to increase the interest rate another four times in 2016. The new policy and pronouncements are the result […]
Key Trends and Factors Entering 2017
As we head into the last few weeks of the year, here a few points to keep in mind about the economy and markets. Forecasts and predictions aren’t worth much. The Brexit vote, U.S. election, and Italian referendum were forecast to be major market-changers. The changes didn’t really happen, except in the U.S. the markets […]
Why the CAPE Ratio Works
The cyclically-adjusted price-earnings ratio (CAPE), also known as the Shiller P-E ratio, attempts to smooth market valuations by using the 10-year P-E ratio instead of only current earnings. The problem for many investors is that the CAPE ratio has said U.S. stocks are highly overvalued for some time. Investors following CAPE missed a lot of […]
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What Will Italy’s Referendum on Sunday Bring?
The attention of many investors and economists is shifting from the change of administrations in the United States to Sunday’s referendum in Italy. The result could have repercussions for the European Union exceeding those from last June’s Brexit vote, according to much of the pre-referendum hype. On Sunday, Italians will vote whether or not to […]
Happy Thanksgiving
We celebrated Thanksgiving early this year because most of the family is going to be out of town visiting other relatives. The early celebration seemed to enable more of the reflection and spirit intended for the holiday. In recognition of Thanksgiving, I modified the format of this week’s message. We had a volatile, unpredictable 2016. […]
Inside the Best Investment Fund
Few people outside the investment world have heard of Renaissance Technologies. Even fewer have heard of its premier fund, Medallion. This article provides some details, based on dozens of interviews. The firm is drawing increasing interest because money earned from it helped the Trump campaign and a number of political organizations. For outsiders, the mystery […]
How Tactical Asset Allocation Helps
This paper from Research Affiliates shows that many people time markets, without acknowledging it, and do so to their detriment. It develops several simple strategies for deciding how to tilt an investment portfolio of “smart beta” strategies and compares the results. Selecting the three smart beta strategies with the best past performance would have cost […]
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
