Bob Carlson offers his expert opinion on where to invest your money so that you can get through retirement safely and securely
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Mohammed El-Erian, formerly of PIMCO, stunned a few people when he announced recently that his portfolio primarily was in cash. I know a lot of small investors also are heavily weighted in cash, because they’re afraid of all the other investments. Here’s an analysis of why you don’t want to be 100% in cash in […]
Investors are very nervous about owning stocks these days, but they also don’t want to miss out on a continuation of the bull market. If that describes you, and you’re not sure what to do, consider this article. It’s written primarily for institutional investors (pension funds and such) and might seem to ramble a bit. […]

Why has there been a series of bubbles in technology stocks, home prices, financial stocks, and commodities? How can investors spot such bubbles and invest to avoid large losses and even profit from them? What causes long-term bull and bear markets? Why do successful investment strategies and signals suddenly stop working? Why do most investors […]
April 24, 2015 05:20 p.m. Your Retirement Finance Week in Review There wasn’t much major news this week to affect markets. The week got off to a rocky start because of new reports that Greece might default on its loans from the IMF. But these fears were reduced as the week went on. The Nasdaq […]
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For years I’ve been following a mutual fund called the Corporate Leaders fund. Originally it was part of the Lexington group of mutual funds. It now is part of Voya, which used to be part of ING. The fund has a very simple investment strategy. When formed 80 years ago it bought equal amounts of […]
The latest annual letter from Warren Buffett to shareholders of BerkshireHathaway was posted on Saturday. It was promoted in advance as being a special letter since it is the 50th such missive from Buffett. It does contain some interesting surprises such as Buffett’s unbridled optimism about the u.S. and the U.S. economy, chastising those who […]
March 27, 2015 05:25 p.m. Your Retirement Finance Week in Review I’m going to be in Stamford, Connecticut making two free presentations on April 22. One presentation will be at 10:00 a.m. and the other will be at 5:30 p.m. The topic at each will be Retirement Planning: How to Create and Implement a Successful […]
Ron Leiber of The New York Times wrote a book about how not to raise spoiled children. You can read a review and summary of the book here, including the seven important lessons from the book. He advocates supplying an allowance independent of chores because, he writes, children “ought to do [chores] for the same […]
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