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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 849 Articles.
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Your Retirement Finance Week in Review

June 21, 2018

Inflation has been rising. Should the Federal Reserve be worried about it? The Consumer Price Index (CPI) has been rising steadily since early 2015. It recently settled in above 2%, and the headlines announced that the latest 12-month reading was at the highest level since 2011. Some Fed officials, including Chairman Jerome Powell, have said […]

New 529 Plan Rules

June 18, 2018

The Tax Cuts and Jobs Act made some changes to 529 savings plans, which I discussed in Retirement Watch. This article says many parents still aren’t making use of the provision and explores the reasons why. They may be concerned their funds in a 529 plan could reduce their child’s chances of being awarded a […]

Sell In May And Go Away?

June 15, 2018

That’s the well-received adage of Wall Street. Many investors swear by it. But this article takes a different tack. It has charts and tables to argue that “sell in May and go away” is bunk. In the short run, the day, week or month in which you choose to buy stocks will invariably lead to […]

Tech Stocks Are the Talk of Wall Street

June 14, 2018

Either technology is taking over the economy, or the market is sending some warning signs about technology stocks. I wrote earlier this year about how technology’s share of the S&P 500 has been climbing the last few years because returns in technology stocks are much higher than the rest of the index’s sectors. Recently, the […]

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What’s Happening In Emerging Markets Investing?

June 8, 2018

Ken Rogoff, an expert in global financial crises, takes a look at what’s happening in emerging markets and asks if they are a warning signal for the global economy. There are currency crises in Turkey and Argentina. EM currencies are declining in value, and many EM stock markets are down even as the U.S. markets […]

Many Changes in the Global Markets

June 7, 2018

There were a lot of changes in the global markets in May, and many of them caught investors by surprise. U.S. stocks made another sharp turn. To review the year, they had an extremely strong January. Then, they were weak the next few months as investors adjusted to higher interest rates, trade conflicts and other […]

Should You Be Debt-Free in Retirement?

June 4, 2018

Should you try to be debt-free in retirement? For a long time it was taken for granted that people wanted to be debt-free in retirement. People even held mortgage-burning parties and paid cash for everything purchased in retirement. Now, more people see no reason to avoid debt simply because they’re retired. There are financial advisors […]

Investing In Brazil – Emerging Market Country Update

June 4, 2018

Latin American stocks are down sharply in the last month or so, and problems in Brazil have been the leading cause. A range of political and economic problems exploded in a short time. This article takes a deep look the situation in Brazil and concludes that it is leaderless. It appears that the military might […]

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