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 849 Articles.
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The Economy and the Stock Market – Our Three Likely Scenarios Updated
Is 2019 going to be like 2015? Or will it bring a serious bear market and perhaps a recession? In 2015, the U.S. labor market was strong, and the economy was growing. So, the Fed ended quantitative easing. As the year went on, the debt crisis in Greece roiled markets. China’s stock market took a […]
Don’t Leave an Estate Planning Mess for Your Children to Fix
The best description for the legacy plans of most Americans ages 55 and over is NOGO. The acronym stands for “not in good order” or simply “not good.” It is a phrase often used by estate and financial planners to summarize the state of the financial and estate plans of new clients. Most people know […]
Bob’s Journal for 3/14/19
How much should we rely on recent economic data? I say, “Not much.” There are major anomalies in recent data, creating more noise than usual. Two major reports from last Friday are prime examples. Retail sales for December declined sharply, yet January’s sales increased briskly, especially after excluding autos and gas. But as I explain […]
10 Questions You Must Answer Before And During Retirement
Every retirement is unique. Yet, there are universal issues that concern almost every retirement. Most of these questions apply to pre-retirees, retirees and those who have reached the traditional retirement years but are still in the labor force. In this month’s Retirement Watch Spotlight Series online seminar, we discuss the 10 questions that should be […]
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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.
Bob’s Journal for 3/7/2019
While the headlines focus on how the major stock indexes are doing, it’s important to examine the details of what’s happening within the indexes from time to time as well. Looking under the hood of an index is important because a few stocks can lead the index higher or lower and hide what is happening […]
Retirement Investing – Why It’s Best to Mix Things Up with a little Asset Allocation
I recently came across an article in Outside magazine online describing a study that sought to determine which form of exercise is better for health and longevity. The choice was between cardio, or aerobic, exercise and weight lifting, or resistance exercises. It is a longstanding and controversial question among people who study health and fitness. […]
Will It Only Be a Correction or a Bear Market?
On Jan. 30, the Federal Reserve finally admitted it made a big mistake, but did the U.S. central bank take too long to realize it? The Fed tightened monetary policy aggressively in 2017 and 2018. In September 2018, it ratcheted up the rhetoric, telling investors to expect a series of interest rate increases through 2019. […]
Bob’s Journal for 2/28/19
There have been quite a few changes in the markets the last few months. Let’s review some of them today. Most stock indexes hit lows on Christmas Eve 2018 and have been moving higher since then. Earnings and other fundamentals haven’t been improving as much. The result is stocks generally sell at higher valuations than […]
