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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Reviewing History’s Most Hated Bull Market
Here’s a big “thank you” to all of you who voted for “The New Rules of Retirement” as the best retirement book. Seniorhomes.com informed me that we were successful. Thanks to you, Seniorhomes.com named my book the winner. As a further thank you, I am providing what I hope is a highly useful weekly update. […]
Learning When to Sell Investments
Selling an investment is one of the hardest things investors do. They don’t want to sell losing investments, because they don’t want to give up or admit they’re wrong. Many people often don’t want to sell winning investments, either, for a wide range of reasons. In this article, Ben Hunt explains the importance of selling […]
Finding Good News in Slow Growth
Many analysts are misreading the economy because they assume the future will be just like the past. Many analysts say it’s time for a downturn because we’ve had a very long expansion and bull market and the Fed is tightening the money supply. The combination usually leads to a recession and a bear market. Yet, many […]
Tips to Help with Commodities, Gold and Taxes
There are many different vehicles through which to own commodities, including gold, and there are different tax rules for them. Be sure you know the tax consequences of a commodity invest- ment before adding it to your portfolio. There are two basic ways to invest in commodities. (Options contracts are a third potential way, but they are […]
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IRA Pitfalls, Mistakes and Opportunities
Individual retirement accounts (IRAs) become more complicated as balances increase and distributions are taken. It is important to understand some key rules so you won’t trigger additional taxes and penalties or miss some grand opportunities you didn’t know were available. Examples of people making IRA mistakes come my way almost every day in court cases, […]
Hurricane Harvey and the Economy
First, I’d like you to know there’s a little time left to make my book an award winner. The revised edition of “The New Rules of Retirement” is nominated for Best Retirement Book by Senior Homes. The highest online vote-getter will be the winner, and right now I’m in third place and need additional votes. […]
Portfolio Allocation and Bonds in a Low-Yield World
The investment firm AQR recently produced a paper discussing how to allocate portfolios in a world of zero interest rates. In particular, they asked whether bonds have a role in a portfolio when interest rates are near zero. Their answer is bonds do have a role, but it is a narrower one than in the […]
The Impact of Vanguard and other Index Funds on REIT Investing
Vanguard’s had a large fund invested exclusively in an index of real estate stocks. Recently, real estate stocks were added as a separate sector to the S&P 500, boosting their share of the index. The result is that the various Vanguard funds are now the largest shareholders in most real estate investment trusts in 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
