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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A Warning About Smart Beta ETFs
Maneesh Shanbhag used to work at Bridgewater Associates and now runs his own hedge fund. He’s a quantitative investor, which means he spends a lot of time looking the data in detail. Shanbhag says the benefits of most “smart beta” ETFs are oversold. He believes the factors used to sort stocks (size, momentum, value, and […]
The Second Quarter and First Half in Perspective
Most investors and media focus on U.S. stocks but that is not where the important action has been this year. We wrapped up the second quarter of the year on June 30 and stocks did well across the board for the month, the second quarter and the first half of 2017. As seems to have […]
Advice for “Passive Investors”
I’ve long complained about the term “passive investing.” Many people like to say that investing in indexes is passive investing. That’s not the case by a long shot. For one thing, the indexes are constructed by people making choices, and the indexes regularly are changed. Indexes aren’t passive. They aren’t “the market.” This article goes […]
European Central Bankers Rattle the Markets
Do you remember the Taper Tantrum? Europe had its own version this week. Back in 2013, Fed Chairman Ben Bernanke caused a panic when he casually stated in a congressional hearing that at some point the Fed would stop its quantitative easing and reduce the assets on its balance sheet. Many investors thought the change […]
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Index Investing Advocate Changes His Mind – Why?
Burton Malkiel wrote A Random Walk Down Wall Street in which he advocated investing in index funds. He’s maintained that position since, issuing many revised editions of the book and serving on Vanguard’s board. Now, he’s on the board of a new firm and advocates its active investing style. Read the details here. “Even though […]
The Next Bear Market
It is time to plan for the next bear market and recession. I’m not predicting that either is imminent. In fact, the reliable lead indicators of recessions aren’t issuing any warning signs yet. The best time to plan for bear markets and recessions is when they don’t seem to be on the horizon. Most people […]
Be on the Lookout For the Next Change in Trends
Investors need to be wary of the “recency effect,” which regularly costs people a lot of money. Under the recency effect, people tend to remember best the facts and ideas to which they’ve most recently been exposed. In investing and economics, people believe the future will be very similar to the recent past. It’s a […]
Waiving the Penalty for RMD Mistakes
The IRS likes to catch people who made mistakes with the required minimum distributions (RMDs) from their retirement plans. It’s no wonder. The penalty is a steep 50% of any amount that was supposed to be distributed but wasn’t. Owners of traditional IRAs and other qualified retirement accounts must begin minimum annual distributions after age […]
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
