Bob Carlson offers his expert opinion on where to invest your money so that you can get through retirement safely and securely
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Ron Leiber of The New York Times wrote a book about how not to raise spoiled children. You can read a review and summary of the book here, including the seven important lessons from the book. He advocates supplying an allowance independent of chores because, he writes, children “ought to do [chores] for the same […]
Martin Whitman of Third Avenue Funds and the rest of his team spend a lot of time in their 2014 Fourth Quarter shareholder letters explaining why deep value investing such as theirs is better for investors than passive index investing. They point out that passive investing becomes more popular after long bull runs, such as […]
Here’s a profile of a great investor most never heard of. He runs the investment portfolio for Travelers’ Insurance and has done a splendid job. The portfolio and profile are full of surprises. Investing for a conservative insurer is much like investing for a retiree, so many of you can learn a bit from the […]
Two hedge fund honchos had a conversation at a conference in New York recently, and Forbes reported on this conversation between Bill Ackman and Ray Dalio. The two contrasted their very different but successful investing approaches. The bottom line is that Dalio worries about a lot of things these days while Ackman is less worried. […]
What you don’t know about retirement can hurt you. In fact, just a few wrong decisions in your investments, taxes, or estate planning could completely derail your retirement plans. Worse yet, the rules of the game keep changing, making it harder to keep up. For these reasons, I’ve assembled all the key points – everything you need to know — into one comprehensive report. Click here today for free access.
Americans in general are financially illiterate. Even people who are financially secure often arrived there by accident and make a lot of mistakes about finances. For years, the academic world’s been studying this situation and looking for better ways to teach youngsters about money. Here’s a story about one result. (Subscription might be required.) Their […]
February 28, 2015 04:45 p.m. Your Retirement Finance Week in Review You still can attend my talk tomorrow to the local Washington, D.C. chapter of the AAII (American Association of Individual Investors) You can find details here. Greece finally was on the backburner this week. The country presented some reform proposals to European officials that […]
January 30, 2015 04:25 p.m. Your Retirement Finance Week in Review Next week I’m going to be at the World MoneyShow in Orlando, Fla. So, I might not send a weekly review, or it might come at a different time than usual. If you can’t make it to the MoneyShow, you still can catch one […]
We’ve covered this in the past, but there’s new research. A rule of thumb is that you have to take more risk to earn higher returns. It appears now that in stocks at least that’s not the case. In fact, the riskiest stocks, as measured by volatility, earn lower returns than average. One explanation could […]
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