Financial Advice for Retirement, Social Security, IRAs and Estate Planning

Retirement Investing

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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The Safe, Profitable Way to Invest in Hedge Funds

Hedge funds continue to make the headlines, largely because of funds that did not hedge anything. As many investors are finding out, these days “hedge fund” is a generic term that identifies any investment vehicle not subject to SEC regulations. Traditionally a hedge fund purchased investments the managers liked and sold short those that appeared […]

where-to-invest

How to Put Investments in the Right Places?

With today’s tricky tax law, the account in which you hold an asset can be as important as which assets you own. Unfortunately, too little attention is paid to the issue of which accounts should hold which investments. Most of us have more than one type of investment account: 401(k)s, traditional IRAs, Roth IRAs, taxable […]

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Our 15 Stocks on a Roll

Our portfolio of 15 select stocks to hold for the next decade has pulled ahead of the market indexes. Since its inception in mid-December 2004, the portfolio has returned 3.47%, versus 1.57% for the S&P 500 SPDR exchanged-traded fund. The companies are showing why you should be comfortable buying their stocks today even if you […]

worldwide-opportunities-to-capture

Worldwide Opportunities to Capture

Here’s what puzzles many investors. There still is a lot of cheap money around. Corporate earnings growth is high, and many companies have very healthy balance sheets. The price-earnings ratios of the indexes are relatively low, and stocks seem undervalued when compared to bonds. Despite all these positive factors, the market indexes have been stagnant […]

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Injecting Some Growth to the Portfolios

Investors aren’t making too many mistakes these days. That means we have to search harder to find profitable investment ideas with a margin of safety. The most frequent mistake investors make is to misprice investments. In the typical investment cycle, investors buy whatever has been rising. This pushes the price of that asset to an […]

our-aggressive-invest-with-the-winners-portfolios

Our Aggressive Invest with the Winners Portfolios

We are low risk investors here at Retirement Watch. Carefully assess the risks and avoid the big losses is a big part of my investment philosophy. The gains will take care of themselves because of the long-term growth trends in the economy and the markets. That is why instead of searching for the next investment […]

anyone-can-build-a-hedge-fund-portfolio

Anyone Can Build a Hedge Fund Portfolio

Our portfolio of mutual funds with “hedge fund” strategies is still delivering the steady, solid returns we set as its goal. This last quarter also shows why I put together this collection of funds. You can see how they work together as a portfolio to achieve steady returns. The portfolio had a modest gain for […]

funds-to-add-to-our-portfolios

Funds to Add to Our Portfolios

The markets again forced changes in our portfolios. They also are presenting some opportunities for us. I rarely make a decision about investments or the markets without taking a look at interest rates and the yield curve. The yield curve is one of the best indicators of the economy’s future direction, and the behavior of […]

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