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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Bad Timing? Stock Allocations of Target Date Mutual Funds
The fastest-growing feature in 401(k) plans in recent years is the target date mutual fund. These are diversified funds. The fund sponsor adjust the asset allocation based on how close the shareholders are assumed to be to retirement age. For example, a 2050 target date fund assumes the shareholders will retire in 2050. It will […]
High Stock Values Don’t Mean a Stock Market Crash is Near
Stock values and many other asset values are too high, says Cliff Asness of AQR, a money management firm. But that doesn’t mean it is time to sell and hide in cash. Many assets values have been high for a long time. But high values alone don’t mean a decline is imminent. Asset prices could […]
October 2014
October 31, 2014 04:20 p.m. Your Retirement Finance Week in Review Happy Halloween. First I want to thank all of you who joined us for the recent webinar, “Your Portfolio and Your Heirs.” It was an important presentation, and we had a strong turnout. If you weren’t able to attend the webinar, you can view […]
Buy-and-Hold Investing Mistakes
Most investors trade too much. They’d be better if by changing their investments less frequently. But buy-and-hold investors also are prone to mistakes. This article identifies several key mistakes to avoid. I’d also add that many buy-and-hold investors don’t understand the importance of low correlations between their investments if they want the benefits of diversification. […]
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Understanding Investment Risk
Investors hear a lot about risk, but few of them really understand risk and risk management. If you might be in that category, or you simply want to read an excellent discussion of risk, consider this essay by Howard Marks of Oaktree Management. Marks takes on the widely-accepted academic and financial professional view that volatility […]
The Shiller P/E Ratio Deconstructed
Philosophical Economics blog goes into detail to explain why the Shiller P/E ratio (a.k.a. the CAPE ratio) has been historically high for a long time. He also points out that more traditional P/E ratios also have been historically high. After explaining why several factors cause the rise in the CAPE, the blog lists several possible […]
September 2014
September 25, 2014 04:20 p.m. Your Retirement Finance Week in Review I’m going to be out of the office most of Friday, so I’m wrapping this report and posting it on Thursday this week. A lot was weighing on the markets early in the week. After hitting new highs last week, stock indices could be […]
An Optimistic Case for Stocks Prices
Economist Brad DeLong pushes back against the notion that stocks are overvalued and a bad investment at this point. The article is a little long and makes a number of points. He attacks a number of commonly-held views, such as that mean reversion is normal and inevitable, and that the long-term average of valuations is […]
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
