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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great-funds-closing-their-doors

Great Funds Closing Their Doors

September 1, 2005

Over the years we successfully found great funds early and let them deliver strong profits for us. One of the disadvantages is that after we discover them, the shareholder-friendly funds we favor deliver excellent performance and attract a lot of dollars. Because they are shareholder-friendly, they tend to close their doors to new investors when […]

reaping-some-gains-avoiding-some-big-traps

Reaping Some Gains, Avoiding Some Big Traps

September 1, 2005

We recently reaped some nice rewards from our investments. Our diversified portfolios kept good pace with the market rally. In addition, our income-oriented portfolios benefited by staying conservative when most other investors believed long-term rates would not head higher. We avoided some painful hits to those portfolios. Yet, this is not the time to relax. […]

worldwide-opportunities-to-capture

Worldwide Opportunities to Capture

August 1, 2005

Here’s what puzzles many investors. There still is a lot of cheap money around. Corporate earnings growth is high, and many companies have very healthy balance sheets. The price-earnings ratios of the indexes are relatively low, and stocks seem undervalued when compared to bonds. Despite all these positive factors, the market indexes have been stagnant […]

our-15-stocks-on-a-roll

Our 15 Stocks on a Roll

August 1, 2005

Our portfolio of 15 select stocks to hold for the next decade has pulled ahead of the market indexes. Since its inception in mid-December 2004, the portfolio has returned 3.47%, versus 1.57% for the S&P 500 SPDR exchanged-traded fund. The companies are showing why you should be comfortable buying their stocks today even if you […]

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our-aggressive-invest-with-the-winners-portfolios

Our Aggressive Invest with the Winners Portfolios

July 1, 2005

We are low risk investors here at Retirement Watch. Carefully assess the risks and avoid the big losses is a big part of my investment philosophy. The gains will take care of themselves because of the long-term growth trends in the economy and the markets. That is why instead of searching for the next investment […]

injecting-some-growth-to-the-portfolios

Injecting Some Growth to the Portfolios

July 1, 2005

Investors aren’t making too many mistakes these days. That means we have to search harder to find profitable investment ideas with a margin of safety. The most frequent mistake investors make is to misprice investments. In the typical investment cycle, investors buy whatever has been rising. This pushes the price of that asset to an […]

funds-to-add-to-our-portfolios

Funds to Add to Our Portfolios

June 1, 2005

The markets again forced changes in our portfolios. They also are presenting some opportunities for us. I rarely make a decision about investments or the markets without taking a look at interest rates and the yield curve. The yield curve is one of the best indicators of the economy’s future direction, and the behavior of […]

our-15-stocks-updated

Our 15 Stocks Updated

June 1, 2005

Our portfolio of 15 stocks for the next decade is lagging a bit behind the market indexes, largely because of a surprise from Harley Davidson. Our portfolio is showing a loss of 2.85% since its inception last December. The Vanguard 500 Index fund in the same time period lost 1.29%. At Harley-Davidson, the vaunted motorcycle […]

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