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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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When to Consider Tactical Investing

October 12, 2017

Tactical investing is when you change a portfolio’s asset allocation from time to time based on what’s happening in the markets and economy. For example, you might reduce stocks after they’ve had an extended rally or reduce bonds when interest rates seem about to rise. This article points out that tactical investing isn’t for everybody […]

Reviewing Stock Market Valuation Measures

October 6, 2017

For a long time I’ve said that valuation measures are good only for indicating stock market returns over the next 10 years or so. By themselves they aren’t good for tactical portfolio changes. In this article, economic Ed Yardeni reviews the history of a range of stock market valuation measures. He also adjusts them for […]

Whipsawed by Economic Surprises

October 5, 2017

This year has been a case study in the dangers of adjusting one’s outlook and portfolio based on the latest economic data. Most economic data are what the statisticians call “noisy.” It is based on estimates and incomplete information. Also, short-term factors can influence a month’s data. The data often are subject to later revisions, […]

The Stock Market Rotation

September 28, 2017

There have been sharp changes in the stock markets. Those who focus only on the headlines and indexes missed those moves. September unquestionably has been full of surprises for investors. First, September is supposed to be the worst month of the year for stocks. Yet, we have a gain of more than 1% in the […]

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The Investment Benefits of Compounding

September 27, 2017

You’ve heard that compounded returns are the eighth wonder of the world. But many people don’t realize just how important it is to let returns compound. It might be too late for you to achieve the really big numbers, but there probably are younger people in your life who would benefit from the knowledge. They […]

High Inflation and Interest Rates on the Way? The Impact of an Aging Population

September 25, 2017

This paper argues that the low global inflation since the early 1980s is partly due to demographic changes. In particular, a growing global labor market kept a ceiling on wages, which kept a ceiling on prices. It also increased productivity. Those trend of a growing global labor market is reversing. Therefore, over the next few […]

The Fed Makes another Historic Move

September 21, 2017

The markets are hoping and expecting that the Fed’s next moves will be boring. Investment markets largely were controlled by central banks from the time the Fed began its “extraordinary measures” in 2009 until it ended quantitative easing in 2014. In quantitative easing, the Fed purchased securities in the open market to inject cash into […]

Where to Look for the Next Stock Market and Financial Crisis

September 20, 2017

This article argues that Silicon Valley is more likely to be the source of the next financial crisis than Wall Street. The author believes all those new financial technology startups have been great for many individuals and small businesses, but they aren’t being careful enough. He thinks they’ll be the source of the next crisis. […]

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