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 826 Articles.
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The Economic Cycle Returns: Investment and Economic Review
There’s more uncertainty about the markets and economy than there has been in some time. That’s going to cause more volatility in the markets and more opportunities for savvy investors. We entered a period of strong, sustained economic growth in 2021. That’s led to higher wages and higher prices. Inflation is at its highest level […]
Inflation and Economic Growth Aren’t Transitory
Central banks are curtailing their pandemic stimulus measures, and investors need to assess how that will affect different investments. As expected, the Federal Reserve announced that in November it would begin reducing its monthly asset purchases of $120 billion with the goal of eliminating those extra asset purchases by June 2022. That doesn’t mean the […]
End the Confusion That Reduces Guaranteed Lifetime Income for Many Couples
Maximizing Social Security retirement benefits is one of the more important actions a married couple can take, but it’s also a goal many couples have difficulty achieving. Lifetime income can increase by tens of thousands of dollars, and even more, when Social Security benefits are claimed at the optimum time or some- thing close to […]
The Economy and Stocks Start to Diverge
The tight relationship between the economy and markets might be ending. For some time, economic growth has been accompanied by higher stock prices, and stock indexes faltered when growth slowed or declined. Going forward, it is likely economic growth will continue while the stock indexes remain in a trading range or decline. Growth should continue […]
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The Fed Plays Chicken with Inflation
Investors seem to agree with the Federal Reserve that the surges in economic growth and inflation are temporary. I am skeptical. Market pricing indicates most investors expect the growth rate to decline, and that slower growth will reduce inflation. I believe the markets are underestimating the prospects for continued growth and inflation. Recent economic growth […]
What’s Happening in China and What it Means to Investors
China’s government has been busy over the last few months, and its actions have led to a steep sell-off in China’s stocks. The decline accelerated in August. The iShares MSCI China ETF (MCHI) declined 14.39% from its Feb. 17 peak through June 28. By Aug. 25, the fund was down 32.21% from its February high. […]
Riding the Wave of Growth and Inflation
The strong economic growth and inflation experienced recently are sustainable, and they’re being underestimated by investors and the Federal Reserve. Market prices indicate investors expect a quick return to the pre-pandemic combination of modest growth and low inflation. Fed officials repeatedly say that’s what they believe will happen. Forces supporting growth and inflation are in […]
How To Use Health Savings Accounts (HSAs) To Power Your Retirement Plan
The number of health savings accounts (HSAs) is soaring. Yet most account holders fail to take full advantage of the retirement planning power of HSAs. There were more than 30 million health savings accounts holding about $82.2 billion at the end of 2020, according to an estimate from Devenir, a firm that offers investment services […]
