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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Bob’s Journal
Investors in index funds might want to consider moving to funds that equally weight each stock. The major stock indexes are capitalization-weighted, or cap-weighted. That means each stock’s weight in the index is determined by its market capitalization, which is the value of its outstanding shares of stock. The greater the fund’s capitalization, the larger […]
What’s Holding Down the Gold Price?
The price of gold has been tumbling most of this year. This article offers some explanations and also compares gold to TIPS, pointing out that most of the time there’s a high correlation between the two. His basic argument is that strong economic growth is bad for both gold and TIPS. For the past 5 […]
ETF Wars Heating Up
Major providers of ETFs spent the last few years competing by steadily lowering fees on select ETFs. It’s about the only way to compete, since most ETFs are index funds. As this article reports, Fidelity made the lowest move by offering ETFs with no fees. These are new funds, and only two are available initially. […]
Bob’s Journal
Stocks might be beginning one of their periodic rotations. We could be seeing a shift from recent winners to recent losers. Another way to view the change is as a shift from growth stocks to value stocks. For some time, a few sectors outperformed the market indexes, and a few of the stocks in those […]
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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.
The Fed’s Tighter Policies Are Starting to Bite
As the economy continues to generate positive economic data, investors should ponder what will happen when the one-time factors supporting the markets and economy fade. The Federal Reserve started to tighten monetary policy in 2015, but the economy continues to grow. That’s partly because it usually takes two years or so for a change in […]
When to Replace Bonds with Annuities
One of the questions I receive most frequently from Retirement Watch subscribers is how to make estate planning gifts. Let’s take a look at the issues that recur among many readers. Gifts to family members are one of the staples of estate planning. But the tax law has changed, and that’s altered the role of […]
Inflation and Cost Pressures under Control
Many people are worried about a jump in inflation, but I expect the forces that are currently constraining price increases to continue to do so. Recently, pressures for higher inflation have been fairly strong. Most inflation measures finally reached or topped the Federal Reserve’s target of 2% over 12 months. Businesses are reporting cost pressures […]
The Risk Parity Investing Strategy
This article points out that while the investment strategy known as risk parity typically is available only to institutional investors, there are a couple of offerings available to individual investors and more likely are on the way. Unlike many articles on the subject, it actually is a good explanation of risk parity and explains both […]
