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 846 Articles.
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10 Questions I’m Asked the Most Now About Income, Safety and Annuities
Income and safety are the top priorities for many investors now. It is no wonder. Stocks and bonds are way down, and the losses aren’t likely to end soon. The Baby Boomers continue to age and are more interested in income and cash flow than growth. There’s a rise in uncertainty about the economy, markets […]
The Fed vs. Inflation: The Battle Continues
Stagflation is the economic environment that’s most damaging to financial assets. The combination of a weak economy and high inflation hurts both stocks and bonds. We’re likely entering a period of stagflation. The economy is slowing because of the Fed’s actions. The housing market probably has declined more than any other sector. Prices for many […]
Smart Ways To Leave a Legacy in your Estate Plan
Legacy planning is one of the most neglected parts of financial and estate planning. That’s too bad, because good choices about leaving a legacy can have powerful effects. Too often, estate planners and individuals focus only on the tax effects of potential giving strategies. But focusing more on non-tax effects and making shrewd choices can […]
Markets Are Betting That Inflation Is Collapsing
In the July issue, I asked, “Which will break first: inflation, the economy, or the Federal Reserve?” Futures market prices indicate, as they have all year, that investors expect inflation to fall to the Fed’s target after modest interest rate increases and without triggering a recession or reduction in earnings growth. The July Consumer Price […]
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The Pain Period Will Continue
We’re in the pain period of the economic and investment cycle. The pain began when inflation accelerated in the first half of 2022. The pain has increased since the Federal Reserve decided it was wrong about inflation and had to tighten monetary policy more than planned. The Fed fell so far behind in dealing with […]
The Complete Retirement Income Toolbox: Choosing the Right Tools for Maximum Security & Income
The savings and investment income accumulated during the working years must be converted into cash flow and income during the retirement years. My paternal grandfather used to say that there’s nothing like using the right tool for the job at hand. In this month’s Retirement Watch Spotlight Series, I discuss the different tools available to […]
We’re in the Peaking Process
Which will break first: inflation, the economy or the Federal Reserve? Futures mar- kets show that investors believe infla- tion is peaking and soon will return to pre-2021 levels. Investors believe the Fed won’t have to tighten much more, there won’t be a recession, and interest rates will be lower in a year or two […]
Inflation, Rising Rates, Falling Stocks and More, Oh My!
A lot has happened in the economy and markets since last December, and so there’s much to cover in the semi-annual economic and investment review that I am offering in the latest edition of the Retirement Watch Spotlight Series. In last December’s semi-annual review, I stated that the Federal Reserve was in its end game […]
