Retirement Investing
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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Must-Take Retirement Finance Actions for the Rest of 2024
This is a unique year, and one important way to respond is to examine your retirement and tax plans now, instead of waiting until near the end of the year. Events are happening and are likely to occur that could greatly change your retirement finances. I review them and how you need to respond in […]
How Investors Undermine Their Forecasts
Investors have been on a roller coaster ride of their own creation for the last couple of years. Each time inflation cools and the economy slows, investors become ebullient. They conclude the Fed is about to cut interest rates rapidly and significantly. That anticipation of easy monetary policy leads to reduced interest rates and lifts […]
The 5 Retirement Tax Ambushes and How to Beat Them
Most people expect that their taxes and tax rates will decline in retirement. But that hasn’t been the case for most retirees for a long time. Instead, retirees are the targets of a series of tax provisions that some call the retirement tax torpedo, the retirement tax attack and more. In the latest Retirement Watch […]
Investors Still Are Misreading the Fed
For at least 15 years, investors erred when anticipating the Federal Reserve’s actions, and they’ve done it again. Futures markets tell us what investors anticipate. In 2021 and early 2022, interest rate futures indicated the Fed would cut rates. Yet, in 2022, the Fed executed the fastest increase in interest rates in at least 40 […]
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Do Boomers Have Too Much Invested in Stocks?
The stock market surge in late 2023 means stocks have become a larger percentage of the portfolios of many people, because most people don’t rebalance their portfolios after big market moves. Recently, economist David Rosenberg found that a record 80% of the U.S. stock market is owned by people ages 55 and older. Those factors […]
Investors Expect a Repeat of the 2010s
A replay of the last decade or so is priced into the markets, and that’s an aggressive posture. A burst of investor optimism in late 2023 pushed stock and bond prices well beyond economic fundamentals to reflect a widespread expectation that an ideal scenario will unfold over the next year. Investors expect inflation will return […]
Begin 2024 with These 10 Actions to Improve Your Retirement Security
We had a year of surprises in 2023, and we’re likely to be hit with more unexpected events in 2024. In this month’s Retirement Watch Spotlight Series, I discuss 10 actions to take in order to adjust to the changes of 2023 and to also be ready for what will happen in 2024. The point […]
What Bond Yields Are Telling Investors
Bond yields have tumbled since late October while short-term interest rates barely budged. That tells us a lot about the markets and the economy. Short-term interest rates went from near zero in 2021 to more than 5.6% in October 2023, their most rapid rise in at least 40 years. Bond rates were slow to follow […]
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
