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 846 Articles.
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The ‘Retirement Spending Myth’ Debunked
Years ago, I took issue with the widespread belief that people could assume they would spend less in retirement than during their working years. Research continues to support my view. The foundation of retirement planning was that once retired, a person would spend 80% or less of pre-retirement income because certain expenditures would be eliminated, […]
Fed Policy Changes Cause Markets and the Economy to React
Will the Federal Reserve and most investors be very wrong two years in a row? Market prices, especially futures prices, indicate most investors join Fed officials in believing the Fed won’t have to do much to dampen inflation and return economic growth to pre-pandemic levels. They also expect high profit margins to continue. They were […]
Forget The Myths About Retirement Spending
Years ago, I took issue with the widespread belief that people could assume they would spend less in retirement than during their working years. Research continues to support my view. The foundation of retirement planning was that once retired, a person would spend 80% or less of pre-retirement income because certain expenditures would be eliminated, […]
Welcome to 2022: 10 Questions You Should Ask and Answer to Start the New Year
I expect 2022 to be a year of surprises and volatility, even more so than the previous two years were. You can be prepared, and increase your financial independence and security, by starting the year with 10 key questions. In the latest Retirement Watch Spotlight Series, I list and discuss the questions you need to […]
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The Economic Cycle Returns: Investment and Economic Review
There’s more uncertainty about the markets and economy than there has been in some time. That’s going to cause more volatility in the markets and more opportunities for savvy investors. We entered a period of strong, sustained economic growth in 2021. That’s led to higher wages and higher prices. Inflation is at its highest level […]
Inflation and Economic Growth Aren’t Transitory
Central banks are curtailing their pandemic stimulus measures, and investors need to assess how that will affect different investments. As expected, the Federal Reserve announced that in November it would begin reducing its monthly asset purchases of $120 billion with the goal of eliminating those extra asset purchases by June 2022. That doesn’t mean the […]
End the Confusion That Reduces Guaranteed Lifetime Income for Many Couples
Maximizing Social Security retirement benefits is one of the more important actions a married couple can take, but it’s also a goal many couples have difficulty achieving. Lifetime income can increase by tens of thousands of dollars, and even more, when Social Security benefits are claimed at the optimum time or some- thing close to […]
The Economy and Stocks Start to Diverge
The tight relationship between the economy and markets might be ending. For some time, economic growth has been accompanied by higher stock prices, and stock indexes faltered when growth slowed or declined. Going forward, it is likely economic growth will continue while the stock indexes remain in a trading range or decline. Growth should continue […]
