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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When Diversification Doesn’t Work
September 15, 2016 When Diversification Doesn’t Work There are times when diversification doesn’t provide the protection investors want. We saw an example in the last week. All, or almost all, assets other than cash decline when real interest rates are rising faster than expected returns on other assets. This situation usually occurs when central […]
Lining Up Your Sources of Emergency Cash
Retirees depend on their nest eggs for much of their cash. When money is needed, they plan to raise it from either income generated by the nest egg or sales of assets, such as mutual funds or stocks. Most people enter retirement with no other ways of raising cash. Selling more assets to raise cash incurs […]
IRS Makes it Easier to Waive 60-Day IRA Rollover Requirement
New IRS guidelines make it easier to obtain a waiver for missing the 60-day requirement to rollover a distribution from an IRA or qualified retirement plan. When money or property is taken from a traditional IRA, 401(k), or other qualified retirement plan, the amount of the distribution normally has to be included in gross income. […]
Be Sure Your Heirs Don’t Mess Up Your IRA
Most of you put a lot of resources into accumulating your IRAs. They’re among the most valuable assets you own. You also took the time to include IRAs in your estate plan so they can pass to your loved ones at the lowest tax cost. You probably planned for your loved ones to benefit from […]
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Central Banks Surprise Investors and Themselves
There are a lot of problems to worry about over the long term. For a considerable time, economic growth and investment returns are likely to be less than the long-term averages. Developed economies are burdened with excess debt in both the private and public sectors. Populations are aging in the developed world. Central banks are […]
The Economy Slows a Notch
Just when most analysts were sure the pieces were in place for an interest rate increase in September (December at the latest), the monthly employment reports changed everything last Friday. The positive news is that the previous month’s large number of new jobs was revised higher, from 255,000 to 275,000. But there were several […]
The Fed Keeps Markets Jumping
The Federal Reserve’s annual policy symposium in Jackson Hole, Wyoming, last week kept investor’s guessing. Stocks drifted lower during the week as early indications were that Fed Chairman Janet Yellin would promise higher interest rates soon. Stock prices recovered after her speech, apparently because she didn’t mention a higher probability of a rate increase at […]
Reporting from San Francisco
This week’s report will be brief because I’m at the MoneyShow San Francisco this week giving presentations, signing books and appearing on a local radio show. The markets aren’t doing much, because the Fed is having its big annual meeting in Jackson Hole, Wyoming, this week. Investors are waiting to see if any news comes […]
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
