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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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 […]
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 […]
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 […]
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 […]
In my new Retirement Watch Spotlight Series, I’ll share my newest breakthrough strategies for protecting your assets and growing your portfolio, including how to prepare for the next market downturn. Click here now to learn more.
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 […]
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 […]
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 […]
While the headlines focus on how the major stock indexes are doing, it’s important to examine the details of what’s happening within the indexes from time to time as well. Looking under the hood of an index is important because a few stocks can lead the index higher or lower and hide what is happening […]
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