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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Handling the Post-Election Realignment
The last few weeks are evidence that market forecasters don’t know much. They said before the election that a Clinton victory would be good for stocks and a Trump victory would be bad for stocks. Some observers were forecasting sharp drops of 10% to 15% if Trump were to win. Traders initially followed this view. […]
Rules-Based Investing
What are the traits of a successful investor. I’ve tried to make clear in Retirement Watch that in all your financial decisions you need a process. People make mistakes when they don’t have a process. They use rules of thumb, short cuts, intuition, or whatever bit of information they recently encountered. This article explains from […]
The Election and Your Portfolio
The election everyone said they hated is behind us. Now we plan for the results. Post-election forecasts are as precarious as pre-election forecasts. I remember after Bill Clinton was elected in 1992, the consensus was that stocks of “green companies” would do well and defense stocks would do poorly. There even were newsletters and mutual […]
Navigating an Improbable Year and Preparing for More Surprises to Come
Don’t fall into the extrapolation trap that snares most investors. Too many investors extrapo- late the recent past into the indefinite future. They believe whatever has happened in the economy and markets recently will continue to happen. Behavioral finance economists and psychologists call this “recency” bias. (I know most dictionaries don’t accept “recency” as a […]
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Talking Investing with David Swenson of the Yale University Endowment
The longtime head of the Yale University Endowment is famous in money management circles but not so much elsewhere. In this article, The New York Times talks to him about his career, strategies for managing money, and more. In a series of extended interviews, he and more than a half-dozen of his investment-office veterans discussed […]
The Byron Wein Investment Update
The Blackstone strategist generally is bullish about the economy and U.S. stocks. In his latest monthly essay, it makes several arguments in favor of his bullish thesis. But he also writes about what worries him and what events could make his outlook wrong. My principal worry is earnings disappointment. According to Bianco Research, revenues in […]
Investments Tumble in October
I don’t know if the presidential election is affecting the stock market, but some analysts believe that’s the case. They also believe the stock market anticipates the election results. Their conclusion is that when the stock market rallies into election day, the incumbent party will win the election. When the market declines leading up to […]
Index Funds Causing the Death of Stock Picking?
The Wall Street Journal had a series of articles on its web site on October 17 with headlines such as “The Dying Business of Picking Stocks” and “Index Funds are Taking Over the S&P 500.” The articles detailed the now well-known increase in the number of dollars being invested in stock indexes instead of active […]
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
