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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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Recession: Weighing the Pluses and Minuses in the Data

September 25, 2019

Will central banks save the economy and markets from the bankers’ mistakes, the global trade conflicts and political events? I’ve said for some time that the greatest risk to the economy and markets is that the Fed might tighten monetary policy too much, and I said in 2018 that the tightening the Fed initiated in […]

Diversification Shows Its Power with More to Come

September 17, 2019

Diversification is more important than it has been in some time. I expect the power and importance of diversification to continue and even increase. Fortunately, our portfolios have been diversified, and it has been paying off, as you will see in this month’s Portfolio Watch. Investing seemed easy when all investors had to worry about […]

Do Retirees Own Too Much Stock?

September 13, 2019

What’s the right amount of stock for you? That’s the question we explore in the latest Retirement Watch Spotlight Series online seminar. Ask the experts, and you’ll receive a wide range of answers. More importantly, the latest research has concluded that most retirees have far too much stock in their portfolios at retirement. This issue […]

How to Navigate the Two Faces of the Economy

July 23, 2019

The outlook for the economy and markets depends on what data are assessed. The consumer and household side of the economy can’t get much better. Indeed, consumer confidence remains near all-time highs and the optimism contributes to rising retail sales growth. Retail sales are volatile from month to month, but the average over several months […]


In my new Retirement Watch Spotlight Series, I’ll share my newest breakthrough strategies for protecting your assets and growing your portfolio, including how to prepare for the next market downturn. Click here now to learn more. 

Bob’s Journal for 07/11

July 11, 2019

The technology sector is changing in ways that investors need to know. Technology has been the leading sector in the economy for some time. The growth and innovation in the sector has been a significant contributor to overall economic growth. Developments in tech have benefited most sectors of the economy. Companies have become more competitive […]

Bob’s Journal for 7/3/19

July 3, 2019

Several interesting and important data points caught my attention this week and merit your attention. You might have seen reports noting that this month, the U.S. economy set a new record. The 121-month recovery since June 2009 is the longest period the economy has gone without a recession. The previous record was set from March […]

Bob’s Journal for 6/27

June 27, 2019

It is a good idea for investors to keep an eye on the market performance of semiconductor companies. I don’t recommend using only one indicator to assess where the market is likely to head, but the semiconductors have a good history of tipping us off to market and economic downturns. This makes a lot of […]

Why Portfolios Need More Diversification Now

June 27, 2019

We’re clearly in the late phase of the economic and investment cycle. The big debate is about how late we are in the cycle. The U.S. economy is past the cycle peak. Jobs are being created and workers are being hired at slower rates than a year ago. Corporate spending and investment are down. Industrial […]

January 2021:

Congress Comes for your Retirement Money

A devastating new law has just been enacted, with serious consequences for anyone holding an IRA, pension, or 401(k). Fortunately, there are still steps you can take to sidestep Congress, starting with this ONE SIMPLE MOVE.

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