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 789 Articles.
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Bob’s Journal for 6/13/2019
In order to learn what’s been happening in the economy and what investors expect to happen in the future, conduct a survey of recent returns for different investments. Let’s start with bonds, which do well when inflation is either low or falling and when economic growth is declining. Long-term treasury bonds rose 12.42% in the […]
Bob’s Journal for 6/6/2019
Federal Reserve officials must be dizzy from the numerous policy changes that they’ve made the last few years. Investors and markets are being taken along on the ride. Only last September, Fed officials were making it clear that they wanted to raise interest rates to near historic averages within the next few years. They believed […]
Bob’s Journal for 5/30/19
The conflicts between the United States and China are escalating and having stronger effects on markets. When the conflicts began less than two years ago, markets would react. The reactions often were to presidential tweets but the effects on the markets weren’t lasting. Subsequent news reports, interviews or other tweets convinced investors that the two […]
Bob’s Journal for 5/23
The first-quarter gross domestic product (GDP) estimate led many investors to believe that the economy is stronger than it really is. The estimate indicated that GDP grew at a 3.2% annualized rate in the first quarter. That’s a big jump from the 2.2% rate of the fourth quarter of 2018. A major reason for the […]
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Why the Fed and the Markets Are in Conflict
The Federal Reserve successfully used its messaging ability to stem the economy’s decline and help investment markets. But what comes next? The Fed tightened policy too much in 2018. The effects were felt globally. Economic growth slowed and most asset markets declined. Market interest rates rose higher than the interest rates the Fed controls. The […]
Tax Secrets of Mutual Funds
Many mutual fund investors focus on the fees they pay but don’t pay enough attention to the taxes on their investment returns. Taxes are a greater drag on net investment returns than expenses and fees, according to a study by Rob Arnott of Research Affiliates. Most investors leave a lot of money on the table […]
Bob’s Journal for 4/25/19
Many investors misunderstand the recent changes in China’s economic policies, leading them to underestimate future growth. We recently added T. Rowe Price New Asia to some of our Retirement Watch portfolios, so it’s important to understand the changes. China tightened its economic policy about two years ago, because growth was higher than the country’s goals […]
Emerging Markets Have Value and Potential
This is a good time to make your portfolio more diversified globally. The United States has led the global economy and markets since about 2013 and especially since 2016. The global economy slowed and many markets around the world tumbled while U.S. markets marched higher. But in late 2018, the U.S. economy slowed noticeably in […]
