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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Some Lessons In Diversification
Morningstar recently used its database to show how a series of three-fund diversified portfolios would have performed over the last 20 years. The idea was to use the three-fund portfolio idea to simplify investing and show how investors could improve their diversification. One point to keep in mind is that the last 20 years was […]
Advice From Harry Markowitz on Investment Diversification
Markowitz was a Nobel Prize winner in Economic Science and is credited with establishing the foundation of modern portfolio management. This article reminds us of Markowitz’s advice for every investor: “Diversify,” Nobel-Prize winner Harry Markowitz once responded when asked how investors should approach the stock market. “And if I had to offer a second piece […]
Explaining Rising Stock Markets in the Midst of a Tariff War
In the last week, many market watchers probably saw an apparent contradiction: U.S. stocks were on the rise despite a global trade war and various geopolitical tensions. Why, and how, could this be the happening? Explaining short-term changes in the markets is always difficult and risky, but I’m going to try. Financial engineering by American companies […]
A Fresh Look At The Yield Curve
Many economists say they’re worried about the economy, because the yield curve is flattening. The yield curve does have a good record of forecasting recessions ahead of time, but the details are important. In these times of unusual monetary policy, it’s important to take a close look at the details and the history. This blog […]
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Bob’s Journal
I hope each of you had an excellent July 4 holiday. In this holiday-shortened week, let’s diverge from our usual Bob’s Journal entry. This week let’s take a look at a crime that has touched or scared almost everyone: identity theft and cybercrime. I share the insights from a published interview with Frank Abagnale, author […]
Markets Without People – Passive, Index and ETF Investing
Howard Marks of Oaktree Capital in his latest shareholder memo addresses the consequences of index investing, quantitative investing, and artificial intelligence. In other words, he addresses the trend toward investing with minimal interference from people. He starts with a nice history of passive investing and exchange-traded funds, and then goes on to discuss his view […]
Lining up Your Cash Sources for the Next Emergency
One key to a successful retirement is being able to handle the surprises. You don’t know when the surprises will come or what they will be, but you can bet retirement will have surprises. A sharp market downturn is one possible surprise. A wide range of large, unplanned expenses also is possible: home repairs, auto […]
Don’t Discount the Power of the Fed
Trade conflicts and the dollar appear to be moving markets, but don’t discount the power of the Fed. As the first half of 2018 draws to a close, let’s see how various factors played out during that time, starting with the overall stock market. Here, the major indexes started the year by hitting a series […]
