Retirement Investing
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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December 2013
December 20, 2013 04:50 p.m. Your Retirement Finance Week in Review We’ll be on a reduced schedule the next couple of weeks. I won’t send a letter next Friday, December 27, and probably won’t send one on January 3, 2014. I hope everyone has a good holiday season. I look forward to meeting you at […]
Explaining the Bubble in Commodity Prices
Commodity prices soared for several years until collapsing over the last couple of years. The puzzle has been why prices soared. Was it manipulation? Cartels? Insiders and speculators? There’s an interesting paper digested in FTAlphaville blog that makes a good case. It says the price signals of the commodity markets were distorted. Investors in other […]
Is Your Investment Portfolio Really Diversified?
In recent years a number of investors realized they weren’t really diversified with a traditional stock and bond portfolio. So, they started to add other assets and strategies. But once the Fed started manipulating markets with quantitative easing, the diversification of many of these investments disappeared. Morningstar recently revisited some of the more popular diversifiers […]
More on Fama and Shiller – Efficient versus Inefficient Markets
Eugene Fama and Robert Shiller were two of the three recipients of the 2013 Nobel for Economic Science. That prompted a lot of people to say that the prize committee was having some fun by naming two people with opposing theories. Fama was an early champion of efficient markets, while Shiller contends markets can be […]
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The Desert Island Investment Portfolio
Most investors trade too often. One reason they don’t buy and hold is that their portfolios aren’t properly diversified. Another reason is that they pay too much attention to the headlines and short-term trends instead of putting those aside and focusing on the longer term. Here’s a good discussion of that process, including research indicating […]
Is Gold Overvalued?
The problem many investors have with gold is that it is very difficult to analyze its fundamentals. It doesn’t pay income, have a book value, or even have much industrial use. It’s hard to point to what moves gold prices. In response to this, a couple of recent papers recently addressed gold’s price. Two sets […]
Best 529 College Savings Plans
Morningstar is out with its annual ranking of section 529 college savings plans. These are plans that qualify for a slew of tax benefits under section 529 of the tax code. I’ve written about the plans in detail in the past. They’re great estate planning tools and provide an excellent way to sock money away […]
Beware Mutual Fund Return Data
We’re in one of those periods when you have to be very careful when evaluating mutual fund performance data. Most funds report three-year and five-year data. Tha means the data won’t include the pre-crisis period and includes only returns from the bottom or near it. It also consists of returns that were influenced by the […]
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
