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 […]


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 […]


Hedge Funds for the Little Guy

Our diversified portfolio of alternative mutual funds continues to do its job. We designed it to deliver solid long-term returns without the volatility of the stock market indexes. That is what we are getting. Long-time readers know that the Alternative Portfolio is a collection of mutual funds that use investment strategies similar to those used […]


Recommended Stocks Outside the Portfolios

Resin Systems, Inc. (OTCBB: RSSYF) is planning a big year in 2005 and is making it easy for investors to determine if goals are being met. RSI has a unique, patented resin and is turning that into utility poles and other products. It had a disappointing 2004, because the company did not smoothly move from […]


How to Handle a Tough Market

Stocks packed a substantial correction into the first two weeks of January. Most indexes and sectors absorbed significant declines both in absolute terms and when compared to their 2004 gains. The S&P 500 gave up 25% of its 2004 gains in the following two weeks. The transportation index saw 17% of its substantial 2004 returns […]


Our New Investment Supplement

Our high-return Invest with the Winners Aggressive Portfolio system is getting new options. I’ve also enhanced our investment recommendations by packaging them in a four-page supplement you will receive each month. You are getting more investment information in an easier-to-use format. The new format also should speed delivery of the newsletter. For years I have […]


Oil, Gold, and REITs

Let’s start this section by discussing some investments that grabbed a lot of recent headlines. We’ll begin with oil, gold, and other commodities. Some of you have asked why these investments have not been in our recommended portfolios.  Their returns indeed have been attractive. Vanguard Energy gained 36.28% over the last 52 weeks. Price New […]


Resin Systems Update

Resin Systems, Inc. has had quite a ride. Since I recommended it at around $1.00 last May, it rose to over $1.60, then generally declined, hitting a low of $0.60 in early October. One factor hurting the stock apparently was an assault by short-sellers, helped by some friendly media in Canada. Those folks have moved […]

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