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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

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How to Keep Prospering in Retirement?

May 1, 2002

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 […]


Investing in Market Trends

April 1, 2002

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 […]


Funds for Small and New Investors

April 1, 2002

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 […]


A Few Stocks For The Long Term

March 1, 2002

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 […]


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.


Adding Spice to Your Portfolio

February 1, 2002

The markets are down, and that is a good time to consider adding some spice to your portfolio. Our recommended portfolios hold investments with a margin of safety and the opportunity for solid, steady profits.  For those of you who want to branch out, I’ve found additional opportunities. One of these investments carries more risk […]


How to Boost Your Investment Income

February 1, 2002

Our “growth bonds” and Income Growth Portfolio continue to offer high and growing dividends to investors. These are great alternatives for income investors who have been burned by traditional income investments. The last decade was difficult for income investors. Yields on bonds and stocks slid all through the 1990s. The average money market fund now […]

build your own low-cost stock fund

Build Your Own Low-Cost Stock Fund

January 1, 2002

Small investors face several hurdles when they want to purchase individual stocks instead of mutual funds. Now, there are ways to overcome many of these hurdles. New research shows you need 40-50 stocks in different sectors for a diversified portfolio. (Older research said eight to 16 stocks.) Buying that many stocks for a modest portfolio […]


The Best Mutual Fund Brokers

November 1, 2001

Much has changed in the markets in the last 18 months, and those changes have altered the world of discount and mutual fund brokers. Some brokers have disappeared or merged. At many brokers, you’ll find higher minimum investments, higher costs, or restrictions on investing. But not all the news is bad. More funds are available […]


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