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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Mutual Funds

Picking a Winning Mutual Fund

May 5, 2015

Publication: Retirement Watch Weekly

This post discusses a recent research paper that identifies a unique way to select a mutual fund that is likely to outperform benchmarks and competitors. Its thesis is that mutual fund companies know more about the quality of their managers than we do. So, demotion and promotion decisions by fund firms tell us who are […]

Bull Markets

Ending of the Super Bull Market

May 4, 2015

Publication: Retirement Watch Weekly

Bill Gross, now of Janus Capital, writes in his latest monthly essay on the end of the credit supercycle that propelled investment returns since 1981. He cites other successful investors who also have stated this view recently. All agree that investors should be looking forward to lower average returns in coming years than have been […]

Bob's Journal, Retirement Investing, Stock Markets and the Economy

May 2015

May 1, 2015

Publication: Retirement Watch, Retirement Watch Weekly

May 29, 2015 04:15 p.m. Your Retirement Finance Week in Review There wasn’t a lot of news in this holiday-shortened week. It is a good time to review some remarks Jeffrey Gundlach of DoubleLine Funds made in his May 12 conference call. Gundlach said most of the analysts who appear in the financial media, especially […]

Art and Collectibles Investing

The Dark Side of Art Collecting

April 30, 2015

Publication: Retirement Watch Weekly

Bloomberg.com’s been running a series of articles on different aspects of the art collecting market. The latest installment shows the dangers of art collecting, especially for those who engage in private market transactions and rely on brokers and agents for their information. In this installment, a Russian billionaire decides that his dealer was overstating the […]

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Art and Collectibles Investing

Art Collectors and the Tax Code

April 29, 2015

Publication: Retirement Watch Weekly

There’s a lot of money involved in art, and the tax code works to keep the money in art. It turns out that when you hear about a sale of art at a high price, the art wasn’t really sold. It was exchanged for other art so that the “seller” doesn’t have to pay capital […]

Stocks

The Case for Investing in Energy

April 16, 2015

Publication: Retirement Watch Weekly

Oil prices declined a lot in 2014. That caused a lot of people to liquidate oil investments. It also caused some other people to wonder when would be a good time to buy some energy assets cheaply, anticipating a rebound in prices. Don’t waste your time trying to identify “the bottom.” You’ll know it only […]

Investing Strategies

No Famous Stock Pickers

April 13, 2015

Publication: Retirement Watch Weekly

In the 1980s and 1990s, managers of stock mutual funds ruled the investment world and received a lot of attention from the media. Star fund managers were almost household names. That’s not the case now. According to this article, the top stock pickers are unknowns who receive no attention despite great records. The changing fortunes […]

Passive Investing

Taking Apart Target Date Funds

April 10, 2015

Publication: Retirement Watch Weekly

Target date funds are becoming more popular, especially in 401(k) plans. These are funds that change their asset allocation over time based on the assumed age of the shareholders. For example a target date 2020 fund is supposed to be owned by someone who plans to retire in 2020. But these are a new part […]