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.
Get access to our full article archive by subscribing to Retirement Watch and Retirement Watch Spotlight Series.
Estate Planning Strategies: UGMAs vs. 529 Plans
I have an UGMA account for my grandchild (or child). Can I (or should I) switch to a college savings plan or a trust? I regularly get variations of that question. A Uniform Gift to Minors Act (UGMA) account is the traditional vehicle to save and invest for a youngster. (It’s UTMA in some states.) […]
A Stock Portfolio Update
Things will be looking up for many of our individual stock picks. In September 2000 I recommended a portfolio of individual stocks for readers who wanted to branch out from mutual funds. These are long-term investments, but it was not an auspicious time to start a stock portfolio. Now it is time to make a […]
How to Make Your Income Grow
Take a look at my new recommended portfolio. The Income Growth Portfolio is for those who can meet their current expenses with an income yield from their portfolios of 3% to 5%. But these investors are relatively young. They need the income and principal to grow over 15 to 30 years to keep pace with […]
Six Ways To Help Buy A Home
Buying that first home is one of the things that makes a person believe he or she is on the path to success and security. For today’s young people, buying that first home can be hard. In many areas, real estate prices continue to climb, and most young people graduate from college owing student loans. […]
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.
Stocks For The Next Bull Market
A new bull market for stocks is on the way. It’s not here yet, and probably won’t be for several months. You should use this pause as an opportunity to get your portfolio ready for the turnaround. In last September’s quarterly special report I identified 26 individual stocks of high quality companies that seemed ideal […]
How to Increase Dividend Yields
Scared of the stock market but unhappy with the yields from safe bonds? Many investors feel that way about at least a portion of their portfolios. There is an alternative, and it actually is quite exciting for those who venture into it. It carries much lower risk than the stock market, but substantially higher yields […]
How to Make the Nest Egg Last?
What return or yield do you need to make your nest egg last? How much can you safely withdraw from your retirement fund? Those are the key questions of retirement, because no one wants to run out of money. More people are asking these questions since interest rates settled near their lowest levels in decades […]
Return Of The Dull Investor
One of the things I was taught when learning to fly a small plane is that the plane’s design and aerodynamics do most of the work. The pilot needs to make only small adjustments and inputs to keep flying smoothly and on course. There are many activities in which the less work you do, 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
