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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Estate Planning, Retirement Investing

The Classics: The Way to Wealth

April 3, 2016

Publication: Retirement Watch, Retirement Watch Weekly

Benjamin Franklin Courteous Reader, I have heard that nothing gives an Author so great Pleasure, as to find his Works respectfully quoted by other learned Authors. This Pleasure I have seldom enjoyed; for tho’ I have been, if I may say it without Vanity, an eminent Author of Almanacks annually now a full Quarter of […]

Investing Strategies

Thoughts of a Silicon Valley Insider on Technology Investing

March 29, 2016

Publication: Retirement Watch Weekly

A leading venture capitalist gave an interview to Vanity Fair in which he gave his insights on some past experiences and the current state of technology investing. He’s not very positive about many of the young technology companies that are receiving financing or going public these days. Most companies in e-commerce right now are negative-gross-margin […]

Financial Crisis

How the Fed Helped Cause the Financial Crisis

March 25, 2016

Publication: Retirement Watch Weekly

John Taylor of Stanford has been a leading critic of the Fed’s role in creating the financial crisis and its actions afterward. In this blog post he summarizes the arguments against the Fed, including links to important research from others that pin a lot of responsibility on the Fed’s loose money before 2007. Of course […]

Emerging Markets

A Case for Investing in Emerging Markets

March 23, 2016

Publication: Retirement Watch Weekly

Emerging market stocks, bonds, and currencies have had a tough time the last few years. Many investors don’t want them anywhere near their portfolios after the big losses. But perhaps this is the time to be adding them to your portfolio. This blog post makes the case for adding emerging market equities to your portfolio […]

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Investing Strategies

Will Smart Beta Investing Crash?

March 22, 2016

Publication: Retirement Watch Weekly

Smart beta is an investment strategy that’s become very popular in recent years. It’s a twist on index investing. The investor starts with an index but tweaks the stock allocations so that they are weighted by something other than capitalization. There are many variants of smart beta, and it is estimated that one out of […]

Bull Markets

A Rally or a New Bull Market?

March 21, 2016

Publication: Retirement Watch Weekly

Most investment assets hit bottoms around February 11 after dreadful starts to the year. Is everything okay now, or is this what’s known as a countertrend rally? This article from Ben Hunt of Salient Partners argues that it’s a temporary rally, what he calls an investable rally. Central banks are taking a break in their […]

Index Investing

The Dangers of Index Investing

March 11, 2016

Publication: Retirement Watch Weekly

This article reviews a number of articles that researched effects index investing might have on companies, the economy, and others. It found evidence that index investing can make it more difficult to manage companies, hurt consumers, and cause other secondary effects that weren’t anticipated by the investors and don’t receive much discussion. Another group of […]

Cash Management

Preparing for the New Money Market Fund Rules

March 1, 2016

Publication: Retirement Watch, Retirement Watch Weekly

It isn’t too early to decide how to adjust to the new money market rules that take effect October 16. Recall that in the wake of the financial crisis, after some funds “broke the buck,” the Securities & Exchange Commission issued revised rules in 2014. The new rules divide money funds into six categories. See […]