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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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The Year So Far

December 22, 2016

There are only a few trading days left in 2016, so it’s a good time to step back and look at the trends and returns for the year. Before we look at the numbers, consider the changes in fortune during the year. It started with a stock bear market and other problems in China. These […]

A Case for Investing in Emerging Markets

December 20, 2016

Rob Arnott of Research Affiliates (and PIMCO All Asset All Authority) overweighted portfolios to emerging markets a couple of years early. But he rose their rebound through 2016. Now, he makes the case that the emerging markets recovery still is in its early days. He says low equity valuations, depressed currencies, and positive momentum all […]

The Fed Finally Moves

December 15, 2016

The Fed finally pulled the trigger on another interest rate hike after a year of hand-wringing, fretting and promises. The Fed also promised three increases in 2017. Of course, a year ago, the Fed announced it expected to increase the interest rate another four times in 2016. The new policy and pronouncements are the result […]

Key Trends and Factors Entering 2017

December 8, 2016

As we head into the last few weeks of the year, here a few points to keep in mind about the economy and markets. ŸForecasts and predictions aren’t worth much. The Brexit vote, U.S. election, and Italian referendum were forecast to be major market-changers. The changes didn’t really happen, except in the U.S. the markets […]

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Why the CAPE Ratio Works

December 5, 2016

The cyclically-adjusted price-earnings ratio (CAPE), also known as the Shiller P-E ratio, attempts to smooth market valuations by using the 10-year P-E ratio instead of only current earnings. The problem for many investors is that the CAPE ratio has said U.S. stocks are highly overvalued for some time. Investors following CAPE missed a lot of […]

What Will Italy’s Referendum on Sunday Bring?

December 1, 2016

The attention of many investors and economists is shifting from the change of administrations in the United States to Sunday’s referendum in Italy. The result could have repercussions for the European Union exceeding those from last June’s Brexit vote, according to much of the pre-referendum hype. On Sunday, Italians will vote whether or not to […]

Happy Thanksgiving

November 23, 2016

We celebrated Thanksgiving early this year because most of the family is going to be out of town visiting other relatives. The early celebration seemed to enable more of the reflection and spirit intended for the holiday. In recognition of Thanksgiving, I modified the format of this week’s message. We had a volatile, unpredictable 2016. […]

Inside the Best Investment Fund

November 22, 2016

Few people outside the investment world have heard of Renaissance Technologies. Even fewer have heard of its premier fund, Medallion. This article provides some details, based on dozens of interviews. The firm is drawing increasing interest because money earned from it helped the Trump campaign and a number of political organizations. For outsiders, the mystery […]

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