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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The ‘Sell in May and go Away’ Strategy Backfires so far in 2016
Let me start by making a last call to hear my presentation to the Washington, D.C., chapter of the American Association of Individual Investors (AAII). It will be June 18 at the Richard J. Ernst Community Cultural Center on the Annandale campus of Northern Virginia Community College, 8333 Little River Turnpike, Annandale, Virginia. Registration begins […]
Where All the Art has Gone
When wealthy people look for safe places to park their wealth, they often turn to art. In the past, when art was purchased it usually was displayed in the owner’s home or business, or perhaps lent to a museum. Apparently, that’s no longer the case. Many wealthy people are buying art simply for the investment […]
Watching the Market-Moving Forces
To have a handle on the markets these days, watch the two big C’s: central banks and China. Since the financial crisis, these have been the main drivers of investment markets and economies. Everything else is secondary. Most markets had a rocky start to 2016 because the Federal Reserve tightened monetary policy in December 2015 […]
Why Growth Might be Ready to Increase
We could be set for another growth spurt in the economy. The surge in the investment markets starting on Feb. 11 anticipated that growth. The Federal Reserve, as usual, has been behind the curve and events. But the Fed members do learn and adapt. They made changes that boosted the markets and will help the […]
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Where to Invest Cash Now
Interest rates are going to remain low for a while yet. The Federal Reserve recently made that clear. You’ll continue to earn historically low yields from traditional safe cash investments such as money market funds, treasury bills and the like. While cash can be a good place to protect money during a crisis, many people […]
Estate Planning for Your Collectibles and Treasures
One of the most difficult problems in Estate Planning is determining how to handle personal collections and similar special assets. Often the owner has devoted more than money to these assets. The collection is a special interest that consumed much time and attention, and there probably is an emotional investment as well. The owner had […]
Do you have investment advice other than the portfolios?
I’ve always recommended that investors simplify matters by consolidating their mutual funds at either a discount broker or at one or two fund companies. Many of these firms also let investors save money by offering to trade funds with no transaction fees (NTF programs). I regularly list the funds I recommend in each investment category […]
Do you tell me when to sell my investments?
Absolutely. There’s no point in generating positive returns if you don’t keep your profits. I follow each recommendation I make and give specific sell advice. I continue to provide updates on long-term recommendations until I say to sell them. When I think it is close to the time for selling an investment, in each issue […]
