Bob Carlson offers his expert opinion on where to invest your money so that you can get through retirement safely and securely
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Stock indexes had an amazing start to 2018, so it shouldn’t be a surprise they closed January with consecutive down days. Before Jan. 30, the S&P 500 had 350 trading days without consecutive daily declines of 0.5% or more each. That’s a record by a wide margin. Fewer than a handful of such S&P 500 […]
The head of investment firm GMO recently said U.S. stocks could continue to rise for a while, but he’s more interested in emerging market stocks because of their lower valuations. He elaborates on his emerging market views in a recent interview. Longer-term, Grantham is fairly pessimistic. He expects low returns from U.S. stocks over the […]
Digital currencies, also known as cryptocurrencies, try to present themselves as alternatives to government-issued currencies and gold. But they have several hurdles to clear, and one of them is that the currencies might not be safe. Here’s a story about how some computer hackers recently breached one of the digital currency exchanges and stole hundreds […]
Exchange-traded funds (ETFs) have become very popular, but it’s likely that many investors in ETFs don’t really understand what they own. This article highlights some characteristics of ETFs that likely elude many investors and explains how to evaluate ETFs and decide on their place in a portfolio. A straightforward example of this comes from the […]
What you don’t know about retirement can hurt you. In fact, just a few wrong decisions in your investments, taxes, or estate planning could completely derail your retirement plans. Worse yet, the rules of the game keep changing, making it harder to keep up. For these reasons, I’ve assembled all the key points – everything you need to know — into one comprehensive report. Click here today for free access.
Investors who are focused on U.S. stocks are missing a lot. It is true that U.S. stocks are off to one of the strongest starts ever to a calendar year. But savvy investors should be focusing elsewhere, specifically on the weakening U.S. dollar and the international stock markets. The dollar continues to be weak […]
The Tax Cuts and Jobs Act of 2017 reduces tax rates on individuals and corporations. It also makes changes to numerous other exemptions, deductions, credits, and strategies. In this Retirement Watch Spotlight Series seminar Bob Carlson reviews in detail the key provisions of the law. You’ll learn about the changes to IRAs, estate taxes, investments, […]
The veteran world economist who was among those who warned about trouble before the financial crisis is at it again. William White, formerly of the Bank of International Settlements, says he sees imbalances and extremes that are very similar to what was building up before 2007. He also says that central banks used up a […]

Interest rate changes should sway the choice or timing of some estate planning strategies. It’s a surprise to many people that fluctuations in interest rates affect the outcome of key estate planning strategies. Some strategies generate more benefits when interest rates are low, while others provide more benefits to you and your loved ones when […]
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