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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 789 Articles.
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Don’t Leave an Estate Planning Mess for Your Children to Fix

March 15, 2019

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 […]

Bob’s Journal for 3/14/19

March 14, 2019

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 […]

10 Questions You Must Answer Before And During Retirement

March 8, 2019

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 […]

Bob’s Journal for 3/7/2019

March 7, 2019

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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Retirement Investing – Why It’s Best to Mix Things Up with a little Asset Allocation

March 7, 2019

I recently came across an article in Outside magazine online describing a study that sought to determine which form of exercise is better for health and longevity. The choice was between cardio, or aerobic, exercise and weight lifting, or resistance exercises. It is a longstanding and controversial question among people who study health and fitness. […]

Will It Only Be a Correction or a Bear Market?

March 7, 2019

On Jan. 30, the Federal Reserve finally admitted it made a big mistake, but did the U.S. central bank take too long to realize it? The Fed tightened monetary policy aggressively in 2017 and 2018. In September 2018, it ratcheted up the rhetoric, telling investors to expect a series of interest rate increases through 2019. […]

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 […]

April 2021:
Congress Comes for your Retirement Money
A devastating new law has just been enacted, with serious consequences for anyone holding an IRA, pension, or 401(k). Fortunately, there are still steps you can take to sidestep Congress, starting with this ONE SIMPLE MOVE.
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