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 Critic of Smart Beta Investing
Smart beta is a form of stock investing that is sort of passive investing or modified index investing. It first is based on academic research showing that investing based on certain factors increases long-term returns above capitalization-weighted indexes. The definition is fluid, but generally investing in low volatility stocks, undervalued stocks, and other strategies are […]
The Rise in Investor Confidence
Since the Nov. 8 election, a surge of optimism has been reported in many surveys. We’ve seen it in the household surveys as well as the small business and manufacturing business surveys. I experienced that surge of optimism firsthand at the MoneyShow Orlando last week. The crowd seemed larger than last year. (Show sponsors reported […]
Investing amid the Uncertainty in Washington
Perhaps the most asked question by investors these days is: How do I adjust my portfolio for the new administration in Washington? We’re in a period of what I think is unusual uncertainty in the markets. Before considering any potential change in policies, uncertainty already was very high. As you know, we’re still dealing with […]
Mutual Fund Managers of the Year
Morningstar has issued its list of fund managers of the year for 2016. There aren’t any surprises on the list. Dodge & Cox Balanced, a long time recommendation in Retirement Watch, is the asset allocation fund of the year. Oakmark International and a T. Rowe Price stock fund also are perennial stars. Don’t use this […]
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Finding Interesting Opportunities outside the United States
While investors are focused primarily on the U.S. economy and markets, they’re missing some changes in Japan and Europe. Let’s start with Europe. Many analysts have been negative about Europe for a while, especially since the “Brexit” vote last June when U.K. citizens chose to leave the European Union. But Brexit is going to be […]
Stocks vs. Treasury Bills: Which is the Highest Performing Investment
Are stocks really the highest-returning investment? Research argues that treasury bills outperform all but a handful of stocks over the long-term. Here’s the research, and here’s a review of it. Most common stocks do not outperform Treasury Bills. Fifty eight percent of common stocks have holding period returns less than those on one-month Treasuries over […]
Stocks are Surging. What About the Economy?
The strongest responses to the election have been in U.S. stocks, the dollar and sentiment surveys. Each has had positive responses, with the consumer confidence and sentiment surveys soaring. The business sentiment surveys also have been strongly positive since the election. Historically, certain actions follow changes in sentiment. Rising retail sales follow surges in consumer […]
The Cash Cow Investing Strategy
This is a variation of the Dogs of the Dow Strategy and apparently was developed by Meb Faber. Instead of looking only at dividends, the investor looks at dividends and net stock buy backs. Faber’s data say that the strategy has a better return than the Dogs strategy and also has less risk. Faber also […]
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
