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 897 Articles.
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Markets Are Betting That Inflation Is Collapsing
In the July issue, I asked, “Which will break first: inflation, the economy, or the Federal Reserve?” Futures market prices indicate, as they have all year, that investors expect inflation to fall to the Fed’s target after modest interest rate increases and without triggering a recession or reduction in earnings growth. The July Consumer Price […]
The Pain Period Will Continue
We’re in the pain period of the economic and investment cycle. The pain began when inflation accelerated in the first half of 2022. The pain has increased since the Federal Reserve decided it was wrong about inflation and had to tighten monetary policy more than planned. The Fed fell so far behind in dealing with […]
The Complete Retirement Income Toolbox: Choosing the Right Tools for Maximum Security & Income
The savings and investment income accumulated during the working years must be converted into cash flow and income during the retirement years. My paternal grandfather used to say that there’s nothing like using the right tool for the job at hand. In this month’s Retirement Watch Spotlight Series, I discuss the different tools available to […]
We’re in the Peaking Process
Which will break first: inflation, the economy or the Federal Reserve? Futures mar- kets show that investors believe infla- tion is peaking and soon will return to pre-2021 levels. Investors believe the Fed won’t have to tighten much more, there won’t be a recession, and interest rates will be lower in a year or two […]
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Inflation, Rising Rates, Falling Stocks and More, Oh My!
A lot has happened in the economy and markets since last December, and so there’s much to cover in the semi-annual economic and investment review that I am offering in the latest edition of the Retirement Watch Spotlight Series. In last December’s semi-annual review, I stated that the Federal Reserve was in its end game […]
The Fed, China and More Upset the Markets
The global economy and investment markets are being roiled by policy actions in the three largest economies. Japan is the third-largest economy and the largest nondomestic holder of U.S. Treasury bonds, when both private and public sector holdings are considered, owning $1.3 trillion in treasuries. The Bank of Japan continues to try to stimulate its […]
How to Avoid the Major Causes of Retirement Failure: The Six Steps You Must Take
Many retirement plans fail. They fail even though the retiree is financially secure, able to pay the bills and has wealth to pass on to his or her heirs. Whether you are already in retirement or planning for it, it’s important to identify the keys to retirement success and take the appropriate actions. The main […]
The Tradeoff: Inflation vs. Growth
The Federal Reserve now must choose between infla- tion and eco- nomic growth, and indications are it will sacrifice growth to reduce inflation. Since the financial crisis, the Fed hasn’t had to make this choice. Long- term factors contained inflation. There was little risk monetary stimulus would trigger an inflationary spiral. Things are different now. […]
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
