Financial Advice for Retirement, Social Security, IRAs and Estate Planning

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 145 Articles.
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what-longer-life-expectancy-means-for-your-money

What Longer Life Expectancy Means For Your Money

December 1, 2005

Americans are living longer. Financial professionals and government officials realized this some years ago and have been studying what that means. Many individuals, however, are not aware of the significant changes in longevity and what it means for their finances. Longer Life Expectancy means longer retirements. Men who are 65 today will live on average […]

japanese-stocks-catching-fire

Japanese Stocks Catching Fire

November 1, 2005

The doormat of international financial markets, Japan, appears to be turning around as we anticipated a couple of years ago. At Retirement Watch we have a history of following the Japanese market. Investors with long memories will recall that Japan had the world’s hottest stock market in the 1970s and 1980s. There even were fears […]

stocks-to-hold-for-the-long-run

Stocks to Hold for the Long Run

November 1, 2005

We are coming up on the one year anniversary of our portfolio of 15 stocks for the next decade. For those who want to own individual stocks in addition to mutual funds, I created a portfolio of 15 companies that you should be comfortable owning for the next decade. This is not a trading portfolio, […]

pockets-of-opportunity-in-the-markets

Pockets of Opportunity in the Markets

November 1, 2005

The trends that boosted our portfolios ahead of the indexes this year are likely to last another quarter or more. As more and more investors notice our returns and invest with us, it will become time to move into other investments. We aren’t at that point yet, but I’m already drawing up a short list […]

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where-to-find-todays-values

Where to Find Today’s Values

October 1, 2005

The last few months have taught the benefits of diversification, balance, and a margin of safety. One of our investment themes of the last few years is that U.S. stocks and bonds are in a declining phase of the valuation cycle. It will be a while before investors are willing to take great risks and […]

our-aggressive-stock-picks

Our Aggressive Stock Picks

October 1, 2005

There has been good news in our outside-the-portfolio stocks. From time to time I recommend stocks that are not part of our regular portfolios. These are aggressive stock selections for a small part of the portfolios of investors who want to take higher risk in search of higher returns. Currently, there are two of these […]

how-to-use-etfs

How to Use ETFs

October 1, 2005

Exchange-traded funds are the fastest-growing but most misunderstood investment vehicle of the last few years. ETFs have been around only since 1993, and didn’t start to take off until the late 1990s. Let’s see how these mutual fund substitutes might fit into your investment strategy. An ETF is similar to a mutual fund. The investor […]

hedge-funds-without-fees-disappointments

Hedge Funds Without Fees, Disappointments

September 1, 2005

You might have read about the disappointing recent returns from hedge funds. Over the last few years, wealthy individuals and institutions poured money into these investment vehicles in search of less volatility and the potential for high returns. The results for the last year or two have been disappointing to many of these investors, and […]

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