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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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. […]
3 Possible Scenarios As The Fed Tightens Monetary Policy
Tighter monetary policy is affecting the economy and markets, and the stimulus from last year’s tax cuts is fading. Yet the Fed is determined to continue tightening money. Economic growth has slowed from its robust rate of the second quarter, and there are clear decelerations in housing and vehicle sales. Growth in manufacturing also is […]
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Economic Data Shows Continued Strength
The big issue for investors in the coming months is how the Federal Reserve will react to continuing strength in the labor market. Right now, the labor market is strong almost any way you measure it. Indeed, the unemployment rate is extremely low and has been for some time. The number of job openings exceeds […]
The 2018 Year-End Checklist for Retirees and Near-Retirees
Year-end financial planning is much more than tax planning, and it is very different this year. Making the right financial moves before Dec. 31 each year can extend the life of your nest egg. It is especially important to make shrewd moves as the year closes. You have to incorporate changes made by the Tax […]
Bob’s Journal (11/8/2018)
The markets tend to like midterm elections and divided governments, but this year could be different. So far, stock indices have had the best rally after midterm elections in over 30 years. Should we expect it to continue? Since 1946, after midterm elections, the S&P 500 averages a gain of 3.26% through the end of […]
A Winning Year-End Stock Picking Strategy
You can select stocks by looking at fundamentals. Or you can look for tricks that help determine stocks. This article describes a strategy Merrill Lynch developed for year-end stock buying. It says to look for stocks being sold to harvest losses for year-end tax planning. Since 1986, stocks that fit the “tax-loss harvesting” criteria subsequently […]
