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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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Do Weak Retail Sales Indicate a Problem with the Economy?

April 19, 2018

Do weak retail sales indicate a problem with the economy? They’re certainly a problem for retailers. Weak overall sales, plus competition from online retailers, are among trends causing a large number of retailers to file for bankruptcy. But does the recent weakness in retail sales foreshadow a problem with economic growth? The latest retail sales […]

Spotting Changes in the Global Economy

April 12, 2018

One of the first places to spot changes in the global economy is in the economic surprises index. The best-known economic surprises index is prepared by Citigroup. The index doesn’t track whether economic data is positive or negative, improving or declining. Instead, it tracks whether the data is better or worse than the expectations of […]

Yale Endowment Vs. Warren Buffett

April 10, 2018

The Yale Investment Office, which manages the Yale Endowment, devoted a couple of pages of its 32 pages annual report to explaining why it disagrees with Warren Buffett’s advocacy of index investing. The report points out that the endowment has had very strong returns for many decades and delivered returns better than index investors. It’s […]

Mario Gabelli Speaks

April 9, 2018

Here’s a recent interview with investment manager Mario Gabelli, now 75 years old. The interview covers a range of topics including passive investing (he’s not worried about it), large tech companies, the future of media, and the stock market correction. “The big issue is our $500 billion trade deficit, the $1 trillion budget deficit, the […]

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Markets Continue Negative Trend

April 5, 2018

The investment markets in March continued the negative trends of February. The biggest trend, of course, is negative returns for the major stock indexes. The S&P 500 slid 2.74% in March, fell 7.81% from its Jan. 26 peak to wipe out January’s strong gains and now has a year-to-date loss of 1.00%. The Dow Jones […]

Ups And Downs Of Trend Following and Momentum Investing

April 3, 2018

Trend following, sometimes known as momentum investing and other names, is an important tool for many investors. Few investors use only trend following to invest successfully, but it is a component of the toolbox used by many investors. This article goes into some detail about the history of trend following, the research supporting its use, […]

10 Financial Crisis and Stock Market Crash Warning Signs

March 29, 2018

This article discusses warnings signs of financial crises. It says the conventional wisdom that high volatility is a warning sign is wrong. Instead, it says the period we just passed through might have given a warning sign of an upcoming crisis. One of the key tools is early warning indicators of crises, which gained some […]

Evaluating Underperforming Mutual Funds

March 29, 2018

A key question for investors is what to do with a mutual fund that has a great long-term record but is underperforming. How long should you be patient with the fund before concluding it isn’t going to turnaround? Every great manager, even Warren Buffett, has had periods when he or she underperformed. This article discusses […]

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