Retirement Watch Lighthouse Logo

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.
Get access to our full article archive by subscribing to Retirement Watch and Retirement Watch Spotlight Series.

Hoping for a Stock Market Crash

May 21, 2014

Here’s an interesting exercise demonstrating that you’d be better off if stock indexes were to crash by 66% than if they increase by 200% and then hold that final value. There are a couple of assumptions to consider before hoping that the market will crash. One assumption is that your retirement is 30 years away. […]

Facts and Myths About Momentum Investing

May 14, 2014

Academic research shows that momentum investing is one factor that can be used to “beat the market” over time. But there’s a lot of misunderstanding and false information being spread about momentum investing, according to one of its “discoverers” Clifford Asness of AQR Capital. In this paper written with several others he reviews the research […]

The Case of Continuing Low Yields

May 13, 2014

Jeffrey Gundlach of DoubleLine Funds has been an advocate of the idea that interest rates aren’t going to rise any time soon. He’s been saying that for several years, even after the consensus in the investment community seemed to agree that interest rates had to start rising. Proof of the consensus is in the futures […]

My question isn’t answered here, how can I contact you for more help?

May 6, 2014

Please contact our Customer Service department via email customerservice@retirementwatch.com or at 1-800-552-1152. […]

SUBSCRIBE TO RETIREMENT WATCH SPOTLIGHT SERIES

In my new Retirement Watch Spotlight Series, I’ll share my newest breakthrough strategies for protecting your assets and growing your portfolio, including how to prepare for the next market downturn. Click here now to learn more. 

Investing’s Free Lunch – Investment Portfolio Rebalancing

May 2, 2014

Rebalancing an investment portfolio increases long-term returns while reducing risk. It’s sometimes called Investing’s Free Lunch. You get something positive in return for doing almost nothing. Recently a study was published disagreeing with that. Or it seemed to. But on complete examination, it really doesn’t. You see, rebalancing doesn’t produce an automatic positive result each […]

May 2014

May 1, 2014

May 30, 2014 05:10 p.m. Your Retirement Finance Week in Review Before diving into this week’s review, I want to remind active members of Retirement Watch that they can set the privacy preferences for the email addresses. From time to time I send out emails on behalf of third parties, such as other newsletter publishers. […]

A Changing Tune from Warren Buffett?

April 28, 2014

Warren Buffett took some heat recently for publicly objecting to Coca-Cola’s new executive pay plan but abstaining from the vote with Berkshire-Hathaway’s shares instead of voting no. He also appears to be changing his tune on a few other issues on which he was once very vocal and political. Read the new interview with Fortune. […]

Why Aren’t There More Value Funds

April 28, 2014

Even advocates of efficient markets and index funds acknowledge that value stocks perform better over time than the indexes and growth stocks. This isn’t a secret. Yet, investors don’t flock to value stock funds. This essay offers a number of reasons why, but the bottom line is that investors aren’t always rational and don’ always […]

pixel

Log In

Forgot Password

Search