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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 828 Articles.
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debt-free-home

Is A Paid Up House Right For You?

September 1, 1999

Not too long ago, debt was an asset. With high tax rates and deductible interest, debtors bore only a small portion of the interest expense. And with inflation high, it made sense to buy an appreciating asset with debt and pay back the debt with dollars that declined in purchasing power each year. The best […]

New-Keys-for-Picking-Winning-Funds

New Keys For Picking Winning Mutual Funds

June 1, 1999

To keep earning safe, solid investment returns you have to adapt. The investment markets change over time, and you have to recognize and accept those changes. A failure to be flexible, to learn over time, and to accept changes is why most investors and even professional investment advisers pick mutual funds in ways that are […]

lifetime-income

Strategies for Income that lasts a Lifetime

March 1, 1999

Investing for income might not be the safest way to manage your retirement portfolio. Income investments certainly seem safe in the short-term. The income usually is secure. You can plan on it. The principal value doesn’t have the great gyrations you see in the stock market. But retirement can last 20 or 30 years. In […]

dangers-of-fund-rating-systems

Those Dangerous Mutual Fund Rating Systems

February 1, 1998

The books are securely closed on 1997, and that means we’re being bombarded with the annual fund ratings and rankings from many publishers. I know many of you review these publications, because you regularly ask me why I recommend a fund that received a low rating from a service or am not recommending a fund […]

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