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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Why To Stay Invested even in a Bear Market
This article argues that the best way to protect your portfolio in the next downturn is to stay invested. You are very unlikely to be able to time both an exit near the top of the market and re-entry near the bottom. It’s better to stay invested. Why? Studies repeatedly show that individual mutual fund […]
Ins and Outs Of Leveraged ETFs
There’s a lot of misunderstanding about ETFs that invest in indexes using leverage. Usually they obtain their leverage by using futures contracts. A lot of people don’t understand the math and other details about futures contracts. This article goes into some details about leveraged ETFs and explodes a couple of myths about leveraged ETFs. So […]
Why Not to Use a Single Piece of Data
Investors recently were given another good reason why not to rely on one piece of data to make decisions. For years, we’ve been told that Americans weren’t saving enough money and that the savings rate was declining, even after incomes and asset prices recovered from the financial crisis. As it turns out, that was all […]
Bob’s Journal
Investors soon will be reminded that index investing isn’t the same as passive investing. Standard & Poor’s and MSCI, the leading constructors of market indexes, will be overhauling their indexes. This isn’t the typical periodic change in which they move a few stocks in and out of the indexes. Instead, the firms are overhauling the […]
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What The Next Financial Crisis and Stock Market Crash Will Be Like
Here’s one view of what the next financial crisis could be like. It’s from the chief quantitative investor at J.P. Morgan and is part of a series of essays the bank is putting out to mark the 10th anniversary of the financial crisis. He forecasts the crisis is likely to be more volatile and worse […]
Bob’s Journal
There has been quite a divergence between U.S. stock indexes and international indexes. Leading up to the correction in early 2016, U.S. stocks were far ahead of stocks from most other countries. After the correction, overseas stocks surged ahead of their U.S. counterparts. Latin American stocks were particularly strong. In the first part of 2017, […]
Interpreting The Yield Curve
Financial analysts have spent a lot of time this year discussing the yield curve. Specifically, they’ve pointed out that the yield curve is almost flat, and that an inverted yield curve almost always leads to a recession. They’re worried that the yield curve says a recession isn’t too far away. In this article, a Federal […]
Holding Steady through Short-Term Market Turbulence
Markets continue to have trouble establishing trends in 2018 as investors respond to contradictory short-term events. Commodities recently took a break from their extended rally. iShares Commodities Select Strategy (COMT) is down 3.04% over the last four weeks and 3.70% over three months. The fund now is up only 5.13% for the year to date. […]
