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.
Get access to our full article archive by subscribing to Retirement Watch and Retirement Watch Spotlight Series.
Section 529 college savings plans aren’t just for higher education. While great education planning tools they can be used as valuable Estate Planning tools, especially by grandparents. To ensure you and your family get the maximum benefit of these plans, don’t forget 529 accounts when drafting your estate plan. We’ve reviewed the advantages of 529 […]
Simplify your investment portfolio and your returns will increase. That’s part of the philosophy behind our investment approach, especially our Core Portfolios. Most investors own too many assets. Many others complicate investing by trying to decide the best time to buy and sell. The result often is that they neither buy nor sell – or […]
You need to find the broker most suitable for you. Most brokers are reacting to the bear market by imposing higher fees on some investors. Each broker is seeking a particular type of client instead of trying to please the whole market. Find the broker that wants your type, and the fee increases won’t chip […]
Mutual funds and brokers are making it more difficult to put your grandchildren on the road to wealth with a modest initial investment and small regular additions. Fortunately, there still are ways to build a modest sum into a meaningful legacy. Suppose you open an investment account with $1,000, add $50 each month for 10 […]
Bob’s exclusive new service gives members the tools and knowledge to maximize their retirement finances for the rest of their lives. The Lifetime Retirement Protection Program includes all monthly issues of Bob’s Retirement Watch newsletter, all monthly video webinars in his Retirement Watch Spotlight service, every one of Bob’s premium reports and white papers (past and future), complete access to RetirementWatch.com, and 90 days’ membership in Eagle Financial’s DividendInvestor.com. Click here now to access all of Bob Carlson’s research.
We were safety-first investors before it was trendy, and it has paid off. I’ve noticed that recent ads for financial service companies emphasize diversification, balance, and safety. Meanwhile, media stories have started focusing on income, valuations, and long-term stability. It is a little late, but we’re happy to welcome them to the club. Over two […]
Not everyone is ready to build a diversified portfolio. Some investors don’t have enough money to meet the minimum investment requirements at multiple funds. Other investors are slowly dipping their toes into the markets after letting their money compound in money market funds and CDs for years. Still others are starting portfolios for their children […]
The best way to profit in the markets is to latch on to a trend and profit from it. No matter what is happening with the market indexes, there almost always is a bull market some where in the investment universe. All you have to do is find it. That’s the theory behind my Aggressive […]
The Enron accounting scandal hasn’t touched directly our recommended individual stocks. Not all of our picks have been winners in the bear market, but we’ve avoided accounting and management scandals. It takes a bit of work to avoid companies with artificial financial results, and it is not always possible. A concerted fraud effort is impossible […]
Log In
Forgot Password
Search