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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Seeing a Key Time for Balance
“Asymmetric” best describes our current economic and market environments. In the current economy, we have decent, sustainable economic growth and an incoming government that has plans to increase that growth. But we also continue to have the large debt overhang from the boom period. Plus, the incoming Donald Trump administration has some plans that are […]
Is Investing Your Business?
Retirees often earn most of their income from their investments. Interest, dividends and capital gains pay the bulk of their expenses. Some retirees devote enough time and attention to their portfolios that they believe investing has become their job or business. They ask, for tax purposes, can a retiree be in the business of investing? […]
10 Key IRA Mistakes to Avoid in 2017
It doesn’t take much to squander a large piece of an IRA or 401(k) account. For many people, these are among their most valuable and important assets. Yet, the accounts often are taken for granted, and people don’t realize all the nuances of the rules and regulations. Every day both owners and beneficiaries who inherit […]
Preparing for the Likely Risks and Opportunities to Come
Investors were surprised in 2016, and they’re likely to be surprised again in 2017. There’s remarkable consensus among analysts about what 2017 will be like, and periods of high consensus tend to be followed by surprises and high market volatility. Several commentators recently reminded us of the quote from Bob Farrell, once a widely followed […]
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Ensuring the Medical Care You Want and Need
Your estate plan should be about a lot more than finances. Now that the federal estate tax doesn’t affect many estates, more people shift their primary focus away from taxes and even away from finances in their planning. But most people still aren’t paying enough attention to the other issues. An estate plan isn’t complete […]
Some Stock Market Valuation History
This post goes into some detail comparing current stock trends and valuations to those of the 2000 bubble era. Its bottom line is that the situation today isn’t anything like 2000. It doesn’t mean stocks have to rise from here, but the point is that despite today’s high valuations we don’t have a bubble situation. […]
The Post-Election Markets Change Course
The major market moves that occurred immediately after the election are either reversing or pausing. The moves right after the election looked a lot like panic buying and short-sale covering. Many investors were surprised by the election results, and unexpected news always accompanies these sharp changes in market trends. The moves also weren’t accompanied by […]
Sharing Tips on Forecasting
Earlier this week, we all engaged in our bad habits for the last time as our New Year’s resolutions went into effect. There will be no more smoking, drinking to excess, wasting time, being mean to children and animals, and so forth. We also established new habits of eating better, exercising more, being nicer to […]
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
