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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 846 Articles.
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How Long Will Labor Market, Corporate Earnings Hold Up?

January 20, 2023

In the next few months, we’ll learn how well household spending and corporate earnings hold up following the most aggressive monetary tightening in 50 years. The Federal Reserve had to tighten monetary policy more in 2022 than it and most investors expected. Higher household wealth and a very tight labor market fueled consumer spending and […]

The Coming Retirement Squeeze: Why the Mid-2020s Could Be a Tough Time for Many Retirees and Pre-Retirees

January 13, 2023

For the past 40 years, a series of positive trends made the investing environment very favorable for retirees and those planning for retirement. Most of those trends have peaked or are reversing. Plus, other trends that won’t be beneficial for retirees and pre-retirees are emerging. We’re at a turning point for retirement planning. Those who […]

The Fed Has More Work to Do

December 27, 2022

What will the Federal Reserve do when infla- tion drops to between 4% and 5%? That’s the key question for the first half of 2023. In 2022, the Fed tightened monetary policy faster than any time since at least 1980. It will tighten more in early 2023, but at a little slower pace than in […]

The Fed Still Has Work To Do: Investment and Economic Review and Outlook

December 16, 2022

The economy and markets took many people by surprise in 2022. In the latest Retirement Watch Spotlight Series, I review what happened and discuss what I think is likely to occur in the first half of 2023. I show you the current readings from my early recession warning indicators, explain in detail where I think […]

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The Fed Isn’t Finished

December 7, 2022

Inflation probably peaked for this cycle, but the Federal Reserve still has a lot of work to do. Investors already fooled themselves a couple of times in 2022 by concluding prematurely that the Fed was done tightening monetary policy and soon would adopt a looser one. Investors became enthusiastic again in November after the Consum- […]

How to Raise Cash in a Hurry Without Selling Investments

December 7, 2022

You might be able to raise cash quickly and easily without going to a bank, completing a lot of forms and paying fees. The interest rate might be lower, too. Sometimes an unexpected expense or opportunity arises, and you must choose how to raise the cash. You could dip into cash reserves. But the expense […]

Five Most Common Ways Retirement Plans Fall Apart

December 7, 2022

It doesn’t take much to send a solid retirement plan off the rails. Fortunately, the likely causes of retirement failures are well-known and often avoidable. Helping too much. People often dip too far into their retirement funds to help loved ones. Many parents don’t like to turn down requests for help or see their children […]

The Fed Continues to Tighten, and Markets Stagger

November 1, 2022

Do you believe Federal Reserve officials will do what they say? If you do, expect interest rates to rise higher and economic growth to continue declining. Fed officials say they’re determined to restore their anti-inflation credibility and bring the 12-month inflation rate much closer to their 2% to 2.5% target. The Fed leaders admit accomplishing […]

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