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 849 Articles.
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Taking Advantage of the True Self-Directed IRA
A world of investment opportunities is open to individual retirement accounts (IRAs). In addition to stocks, bonds and mutual funds, your IRA can invest in real estate, private businesses, hedge funds, mortgages, tax liens and more. But most IRAs can’t take advantage of the flexibility the law allows, because the custodians and trustees restrict the […]
A Myth of Index Investing
Most people refer to index fund investing as passive investing. They say that the fund or other investment vehicle isn’t actively selecting stocks or other investments. That’s wrong, as this article points out. While there is such as a thing as “the market,” there’s nothing that tells an investor how to invest in “the market.” […]
5 Issues Investors are Worrying About
There’s a lot for investors to worry about. There’s almost always is, of course. This article does a good job of identifying five things investors should be worrying about now. But the real question investors need to ask isn’t what could go wrong. The important question is: What already is priced into the markets? If […]
Preparing for a Likely Turn in the Markets, Economy
Investors are facing another surprise. This will be the opposite of the surprise many experienced in early 2016. You remember that in 2015 and as we rolled into 2016, most investors were expecting steady increases in U.S. interest rates, rising inflation and a growing economy. All of that was priced into the markets. Instead, economic […]
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Re-Evaluating the Traditional Investment Portfolio
I’ve long argued that buy-and-hold investors should avoid the traditional portfolio, which is 60% stocks and 40% bonds. Here’s an article making the same argument but using different reasoning. He says investors can’t expect anything like the returns the traditional portfolio’s delivered over the last 30 years. They need to look elsewhere for decent returns. […]
Lessons in Financial Literacy for Teens
Here’s a good list of five concepts that teens should know by the time they graduate from high school. Unfortunately, in most states you aren’t going to learn anything like this in school. Most teachers aren’t even qualified to teach the topics. That’s why financial illiteracy is so widespread and people have such a hard […]
Inside Last Week’s Disappointing Jobs Report
I will be a featured presenter at the San Francisco MoneyShow this August along with several of my colleagues from Eagle Financial Publishing and many other financial experts. We’ll be at the Marriott Marquis, Aug. 23-25. Registration is free and available by calling 800-970-4355 (please mention priority code 041205) or sign up online at http://goo.gl/QQWevw. […]
Investing Isn’t Physics
This is a wide-ranging article that makes some important points. One point of it is to show that a trading strategy using moving averages, especially when coupled with leverage, can significantly increase returns while lowering volatility. The other point is that many investors waste a lot of time by seeking precision in their investment tools. […]
