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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Factor Investing: The Difficulties of Market Timing
Cliff Asness of AQR has some gripes about what people believe and think about investing. In this blog post, he summarizes and links to a recent paper of which he is a co-author about factor investing. Factor investing is when a data point, such as price-earnings ratio, is used to choose investments. Asness says factor […]
Second Homes and Vacation Homes
This time of year, many people’s thoughts turn to second homes and vacation homes. Some return from a winter vacation and think about buying a place in that location to spend a month or more in the winter. Others think about a summer place. Many times, these second homes are intended as an eventual retirement […]
Maximizing the Power of the Stretch IRA
You probably know the basics of establishing the Stretch IRA: name younger beneficiaries, be sure your beneficiary designations are up to date and discuss the Stretch IRA with your beneficiaries. If so, it’s time for you to consider the next steps to maximize the after-tax value of your IRAs for the next generation. You want […]
Waiting for the Economy to Catch up with Sentiment
The surge of optimism among households and businesses still isn’t reflected in economic activity, other than stock prices and the labor market. To put it another way, consumer and business optimism increased since October, but behavior hasn’t changed. The NFIB Small Business Optimism Index recently surged to its highest level since December 2004. Consumer Confidence, […]
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Jay Leno’s Wealthbuilding Diversification Strategy
Most people have heard about diversifying their investments. Few have heard about diversifying their income sources. This article explains that Jay Leno and many others always tried to have more than one source of income and would save a lot of their income. Anyone can employ this strategy — it all starts with creating at […]
Bulls and Bears Within the Broader Markets
Most investors and the media focus on the broad market indexes, but there are a lot of changes taking place in the stock markets that aren’t reflected in the major indexes. Let’s take a look at these changes, using the Dow Jones indexes. The Dow Jones Industrial Average is up 5.4% for 2017 and […]
Predicting Stock Market Bubbles and Crashes
Some professors at Harvard concluded that it is possible to anticipate which of those rises in stock market sectors will burst and lead to a crash. After studying a lot of bubbles and crashes and running the data through computers, they concluded that there are common characteristics in stock market crashes. Even so, their tools […]
Index Investing Isn’t Passive Investing
I’ve discussed this in the past. People tend to use the terms “index investing” and “passive investing” interchangeably. They’re not the same. It might be passive for you to invest in an index fund, but it’s also passive for you to invest in a non-index fund. The index fund itself is not passive, because indexes […]
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
