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 2/28/19

February 28, 2019

There have been quite a few changes in the markets the last few months. Let’s review some of them today. Most stock indexes hit lows on Christmas Eve 2018 and have been moving higher since then. Earnings and other fundamentals haven’t been improving as much. The result is stocks generally sell at higher valuations than […]

Bob’s Journal for 2/21/19

February 21, 2019

The economy clearly is slowing. Is there a recession on the way? Most of the economic data the last few months has been weaker than previous data and weaker than expected. That has caused many economists to begin warning that a recession might occur in 2020 and perhaps later in 2019. Corporations have been issuing […]

Bob’s Journal for 2/14/19

February 14, 2019

Investors should shift their focus from the United States to other economies, especially Europe. Most investors have been complacent about Europe since the Greek debt crisis seemed to be resolved a few years ago. But there’s a lot more going on in Europe, and little of it is good. The European economy has been weak […]

Conquering the Key Retirement Fears: How to Make Your Retirement Happier, Healthier and Wealthier

February 8, 2019

Retirees and near-retirees, even the very wealthy, report having substantial fears about their retirement years. The concerns are both financial and non-financial. They’re also consistent, regardless of income, wealth and other factors. We’re going to discuss these key prevailing retirement fears and what you can do to overcome and conquer them in my latest Retirement […]


What you don’t know about retirement can hurt you. In fact, just a few wrong decisions in your investments, taxes, or estate planning could completely derail your retirement plans. Worse yet, the rules of the game keep changing, making it harder to keep up. For these reasons, I’ve assembled all the key points – everything you need to know — into one comprehensive report. Click here today for free access.

Update for February 7, 2019

February 7, 2019

Higher volatility and rapid changes in market momentum characterized the markets the last few months, and you should expect those trends to continue. Stock indexes steadily declined in the fourth quarter of 2018 until they hit the recent bottom on Christmas Eve. There was a modest increase alongside a lot of volatility in the last […]


The New Rules for 529 College Savings Plans & K-12 Tuition

February 4, 2019

The last tax reform law provided a tool that’s such a good way to help pay for a family member’s education… Many states are worried it will break their budgets! You’re probably familiar with 529 college savings plans. These are sort of like Roth IRAs for college savings. They were created in the 1990s, and […]

Bob’s Journal 1/31/2019

January 31, 2019

Most investors are focused on U.S. markets, but this is a good time to take a look at emerging markets. While U.S. markets were outpacing the world from the second half of 2016 through the first three quarters of 2018, emerging markets lumbered through another bear market during much of that time. We sold our […]

Will the Fed Pause Too Late to Help the Economy?

January 24, 2019

The Fed will continue to tighten monetary policy, the economy will continue to slow and earnings growth will continue to decline. The real question is, “By how much?” I warned last spring that we were in the late stage of the economic cycle, and for  several months have said we’re past peak growth. Investors began […]

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