Retirement Investing
Bob Carlson offers his expert opinion on where to invest your money so that you can get through retirement safely and securely
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Bob’s Journal for 4/11/19
Closed-end mutual funds can increase your portfolio returns, but investing in them has an extra layer of risk. There’s a key distinction between closed-end mutual funds and the better-known open-end mutual funds. An open-end fund doesn’t have a fixed number of shares issued. Instead, at the end of each day, the fund company tallies the […]
Bob’s Journal for 4/4/2019
Housing is staging a comeback, and that’s likely to help economic growth the rest of the year. The Fed’s tighter monetary policy caused housing to stall for most of the last year or so. Sales and construction were down, and prices increased at a lower rate. After the Fed announced a pause in its tightening […]
Bob’s Journal for 3/28/19
Your retirement plan should assume inflation will be higher than the published numbers, whether you already are retired or still looking forward to it. The most widely cited measure of inflation is the Consumer Price Index (CPI) for all urban consumers. This measure generally has been declining since it peaked in the early 1980s. In […]
Bob’s Journal for 3/21/19
Markets have been rallying, but investors don’t seem to be very bullish. Stock indexes, of course, have strong returns so far in 2019. The NASDAQ 100, as represented by the QQQ exchange-traded fund (ETF), is up about 14.5% for the year to date. The S&P 500 gained more than 12.5% and the Russell 2000 index […]
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The Economy and the Stock Market – Our Three Likely Scenarios Updated
Is 2019 going to be like 2015? Or will it bring a serious bear market and perhaps a recession? In 2015, the U.S. labor market was strong, and the economy was growing. So, the Fed ended quantitative easing. As the year went on, the debt crisis in Greece roiled markets. China’s stock market took a […]
Don’t Leave an Estate Planning Mess for Your Children to Fix
The best description for the legacy plans of most Americans ages 55 and over is NOGO. The acronym stands for “not in good order” or simply “not good.” It is a phrase often used by estate and financial planners to summarize the state of the financial and estate plans of new clients. Most people know […]
Bob’s Journal for 3/14/19
How much should we rely on recent economic data? I say, “Not much.” There are major anomalies in recent data, creating more noise than usual. Two major reports from last Friday are prime examples. Retail sales for December declined sharply, yet January’s sales increased briskly, especially after excluding autos and gas. But as I explain […]
10 Questions You Must Answer Before And During Retirement
Every retirement is unique. Yet, there are universal issues that concern almost every retirement. Most of these questions apply to pre-retirees, retirees and those who have reached the traditional retirement years but are still in the labor force. In this month’s Retirement Watch Spotlight Series online seminar, we discuss the 10 questions that should be […]
