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.

The Bull vs. The Bear

March 22, 2012

It’s rare there’s a day with the stark contrast we saw yesterday. In the April issue of Retirement Watch, I remarked that I don’t recall see such a sharp divide between those who are optimistic and pessimistic about the stock markets. We saw that clearly yesterday. First, Goldman Sachs came out with a report arguing […]

Why Buy-and-Hold Investing Doesn’t Work

March 7, 2012

Andrew Lo is a bright economist at MIT who also is involved with several financial firms. A few years ago he coined the term adaptive markets to explain something we’ve been saying for years. Markets are composed of people, and people don’t react the same way to the same stimulus every time. They learn, or […]

How Safe Is Your Brokerage Account?

March 1, 2012

The safety of brokerage accounts is front and center for the first time since 2008, thanks to the bankruptcy of MF Global. News stories indicate that about $1.6 billion of customer funds disappeared from MF Global accounts. Customers are denied access to all or part of their account balances and many won’t be made whole. […]

SUBSCRIBE TO Lifetime Retirement Protection Program

Bob’s exclusive new service gives members the tools and knowledge to maximize their retirement finances for the rest of their lives. The Lifetime Retirement Protection Program includes all monthly issues of Bob’s Retirement Watch newsletter, all monthly video webinars in his Retirement Watch Spotlight service, every one of Bob’s premium reports and white papers (past and future), complete access to RetirementWatch.com, and 90 days’ membership in Eagle Financial’s DividendInvestor.com. Click here now to access all of Bob Carlson’s research.

Seeking Higher Yields for Your Safe Cash

March 1, 2012

The Federal Re-serve recently said it would continue its zero interest rate policy through late 2014. The SEC also is about to propose new regulations on money market funds. This combination of actions will keep short-term yields as low as a snake’s belly and make it harder to earn a positive real yield or even […]

10 Rules for Investing

February 28, 2012

Jeremy Grantham of GMO issued his quarterly letter for the fourth quarter of 2011, and as always I recommend investors spend some time with it. This letter is titled “The Longest Quarterly Letter Ever” (it’s 15 pages) and follows last quarter’s “The Shortest Quarterly Letter Ever.” This letter has three sections. The first is 10 […]

The Latest BerkshireHathaway Letter

February 27, 2012

Each year Warren Buffett issues his shareholder letter, and I always recommend it as worth reading. This year I again recommend the 2011 Chairman’s letter to Berkshire shareholders. Unlike his other public discourses in recent years, in the shareholder letters Buffet still hews to comments about the company, its operating subsidiaries, and investments. Even if […]

The Cost of Holding Cash

February 17, 2012

A bull market mantra was “cash is trash,” meaning that investors shouldn’t have any of their portfolios in cash when stocks are rising by double digits each year. That was the mantra even when money market funds were yielding 4% and higher. Now, there’s an even stronger argument to limit your cash holdings. Money market […]

pixel

Log In

Forgot Password

Search