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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 815 Articles.
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How Much is Too Much? The Economic Inflection Point is Coming

June 11, 2021

Both the economy and economic policy have been changing rapidly. Sooner than many people expected, inflation is rising and the economy is growing rapidly. Federal Reserve officials are talking about when to withdraw liquidity from the economy. Is the recent rise in inflation temporary, or the beginning of a sustained rise in prices? Can the […]

Inflation Pressures Increase; Fed Says It Is Not Worried

May 26, 2021

Inflation continues to accelerate. How far and fast it rises will be critical to the economy and to stock and bond prices. Federal Reserve officials say that the recent rise in inflation is primarily due to short-term factors, such as recovering energy prices and supply chain problems. But inflation might not be temporary. Prices of […]

Bonds and Income Investing in a 0% Interest Rate World

May 14, 2021

Cash, bonds and other traditional income investments don’t offer much benefit to investors anymore. As the saying goes, cash really is trash. Nominal interest rates are at near zero in the United States, and real interest rates (after inflation) are negative. In many countries, even nominal interest rates — before taking inflation into account — […]

Your 2021 Retirement Investing Almanac

May 12, 2021

Many investment advisers consider exchange-traded funds (ETFs) to be the hottest investment product in years.  Learn all about the different types of ETFs and related funds out there in this Special Report by clicking the PDF below. […]

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Signs That Inflation is Set to Rise

April 27, 2021

Inflation is likely to rise quickly in the next few months, and that could put the Federal Reserve in a difficult situation much earlier than it anticipated. A number of inflation pressures are increasing. One example is rising demand for many goods and services as more vaccines are administered and economic activity increases. That puts […]

How Safe Is Your Money?

April 27, 2021

Credit Suisse recently report-ed a $4.7 billion loss from its dealings with one client, Archegos Capital Management. As a consequence, the bank slashed its dividend, reduced its share buybacks and announced key employees were leaving the firm. The Swiss bank was one of several global financial firms that suffered loss-es from its dealings with Archegos […]

The Biggest Retirement Trend Affecting Your Nest Egg in 2021

April 25, 2021

Some key investment and economic trends of the last few years started to change in the last few months. I believe those changes will continue, and probably accelerate, through the rest of 2021. One change, which I’ve been highlighting for my paid-up Retirement Watch members, is that returns from U.S. stocks are unlikely to continue […]

Can I Reinvest My Required Minimum Distribution?

April 16, 2021

The tax code and regulations have detailed and specific rules concerning who must take required minimum distributions (RMDs), when they must be taken, and how they are calculated. But there is no guidance about what a retirement plan owner or beneficiary can do with the RMD. The required minimum distribution (RMD) rules limit the extent […]

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