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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Can You Spend More in Retirement Than You’ve Been Told?
Longtime readers know I believe the spending plan is the biggest gap in most retirement plans. The spending plan ensures you won’t run out of money in retirement. It answers the question: What’s the maximum amount I can spend each year and not risk running out of money? The longtime consensus among financial planners is […]
How to Navigate the Post-Peak Phase of the Cycle: Investment and Economic Review December 2018
Is the economy getting ready to roll over into a recession? Are we in the early stage of a bear market in stocks, or is the market getting ready to turn around? Is inflation about to surge? You’ll learn the answers to these questions and more in the latest online seminar in my Retirement Watch […]
Bob’s Journal (12/13/2018)
It is important for investors to ignore the whipsaw actions of the markets during the last few months, because they’ve been caused by short-term news and events. Presidential tweets and rumors about policy changes cause most of the daily fluctuations in the markets. Most of the focus has been on trade conflicts with China, causing […]
How Moving Averages Are Used In Retirement Investing
Moving averages tell us a lot about the stock market, and they’re saying something interesting now. Investors often use moving averages to assess market momentum. A simple moving average is an average of the investment’s closing price over the specified period. To determine the 200-day moving average of the S&P 500, you add the closing […]
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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.
Your Retirement Finance Week in Review
The Federal Reserve might have signaled a pause in its tightening policy, but it’s too soon for investors to relax. The Fed began talking about tighter monetary policy in 2013. Then-chairman Ben Bernanke’s remarks led to what is known as the taper tantrum. Markets, especially bond markets, panicked at the notion that the Fed might […]
Portfolio Changes to Increase Our Margin of Safety Amid Market Volatility
This is a good time to be cautious and defensive in your investment portfolio. In this transition from the late stage of economic growth to a period of declining growth, we want to continue our long-standing policy of having a margin of safety and balance in our portfolios, and that requires a few changes in […]
Happy Thanksgiving 2018
Happy Thanksgiving to all my subscribers and readers. I’m thankful for the opportunity to help each of you establish and maintain your financial independence. Most people believe the first Thanksgiving took place in Plymouth, Massachusetts. I don’t want to upset any of my readers and friends in the Bay State, but the first Thanksgiving in […]
The Resurgence of The Wind-up Watch
I recently saw an item in a Forbes magazine about vintage watches. The article said that in this age of digital technology, collectors and investors suddenly are more interested in old wind-up, analog watches. This warmed my heart. I still have and wind daily the pocket watch my parents gave me for my 21st birthday. […]
