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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February 2009
It Isn’t All Factored in Yet February 27, 2009 09:00 a.m. When the asset declines began in 2007 (and even before that) a number of investors and advisors began saying all the bad news already was factored into market prices. This mantra was repeated during and after each leg down in the markets, and especially […]
January 2009
January 29, 2009 10:25 a.m. Optimism Makes a Comeback Financial stocks soared Wednesday. Wells Fargo alone gained over 30%. Last week I discussed the sort of policies the government should implement to right the financial system and resolve the crisis. The recommendation involved having the government set up one or more bad banks to take […]
A Loophole for 529 Plans Losses
Many people who saved for college through 529 savings plans face substantial losses in their accounts. There is a silver lining in the tax law, and it is one reason 529 plans are among the best ways to save for education. Income and gains earned by the 529 account are sheltered. If the account balance […]
The Crisis and Money Market Funds
Once we left the 1980s behind, I thought this issue would not be addressed again. But for the second consecutive month we are having a discussion about when your money is insured by the government or an entity created by it. Money market funds are this month’s focus. Traditionally a money fund is where you […]
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The Key Tool for Investing Today
Quality has been the place to be during this great unwinding, and it still is the best place for your capital. The trick is to distinguish real quality from apparent quality. In addition, even some quality assets have faced significant price declines during the last year. A key to success in this environment is patience. […]
Pay Off Debt or Continue Owing in Retirement?
Paying off the mortgage used to be part of the American dream and a prerequisite to retirement. Times have changed. These days many people enter retirement with mortgages and other debt, and some do not hesitate to increase debt during retirement. What is the best approach? Should you try to pay off the mortgage as […]
April – September 2008
September 30, 2008 10:30 a.m. The Shadow Bank Run Well, so much for the notion that short sellers were driving stock prices down. You know how much stocks declined yesterday, and they fell that far without anyone being allowed to sell short 900 or so stocks. I don’t know if the rescue plan that was […]
What If Your Broker Goes Broke
Investors suddenly are concerned about something they haven’t considered for years: That their securities broker might go out of business. The credit and mortgage crises revealed that some brokers are more exposed to subprime mortgages than their customers realized. Merrill Lynch was a big player and took substantial write downs of its assets. E*Trade has […]
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
