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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 846 Articles.
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The Ultimate Toolbox For Reducing Market Risks

April 1, 2003

The mistake most investors make is to try to predict the future and then set their portfolios to capitalize on that prediction. Unfortunately, the financial world is not predictable, even in relatively normal times. It is even less predictable when economic calculations must be meshed with considerations of war, terrorism, and the after-effects of the […]


Our Safe, Aggressive Investment Portfolio

February 1, 2003

Profitable trends are starting to develop in the markets. I can tell from the action in our Invest With The Winners Aggressive Portfolio. Our Aggressive Portfolio uses my own rankings of over 300 mutual funds, representing most available investment strategies. I recommend buying the top two funds in the rankings that are at the top […]

Opportunities Abound In the Uncertainty

February 1, 2003

Stocks continue to see-saw between bear market and bull market. As I said earlier, expect this to continue for some time as the economy and markets recover from the extremes of the 1990s. Several investment strategies are necessary to be successful in this environment. Careful buying and selling is one. I’ll keep sell signals in […]


The Next Bear Market

January 1, 2003

Is the bond market the next bubble waiting to burst? Investors certainly have been pouring money into bonds and bond funds, just as they bought technology stocks and funds near the top of the market. The new-found attraction for bonds is understandable. They have had a 22-year bull market. As stocks tanked, the most popular […]


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.


Funds Outside the Recommended Portfolios

October 1, 2002

I’m one who remembers August 1982 when the bear market became a bull market. I also remember the turns from the market bottoms in 1987 and 1991 and from the stagnant market in 1994. Many of you were with me during the recoveries of 1997 and 1998. Each time, there were doubts about the future […]


The Key Question Most Investors Overlook

October 1, 2002

Most investors focus on the wrong question, and that costs them money. Too many investors try to answer the big question of the day. Today, the big question drawing attention is whether the bear market is ending or the stock market is getting ready for another sharp drop. A few years ago, investors searched for […]


Where To Shop For Mutual Funds

October 1, 2002

There’s been a shake up in the world of mutual fund supermarkets. I’ve long believed that investors can maximize their investment returns by simplifying their financial lives. One way to simplify is to consolidate your investments at one mutual fund family or one broker that allows you to purchase mutual funds from different families – […]

The New World Of Mortgages

August 1, 2002

Mortgage rates still hover near their lowest levels in decades. That keeps refinancing near the top of many lists-of-things-to-think-about. If you are one of the millions thinking of refinancing a mortgage, you should know that the rules of the mortgage market changed in the last few years. Until recently, refinancing didn’t make sense unless current […]


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