Financial Advice for Retirement, Social Security, IRAs and Estate Planning

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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Anyone Can Build a Hedge Fund Portfolio

June 1, 2005

Our portfolio of mutual funds with “hedge fund” strategies is still delivering the steady, solid returns we set as its goal. This last quarter also shows why I put together this collection of funds. You can see how they work together as a portfolio to achieve steady returns. The portfolio had a modest gain for […]


Strategies for a Sluggish Market

May 1, 2005

The markets across the board have had corrections. The first quarter of 2005 was the worst quarter in two years for the S&P 500. Investors’ problems for the quarter did not end with the big company stocks that make up that index. My database of mutual funds and exchange-traded funds showed negative returns in March […]


Outside-the-Portfolios Update

May 1, 2005

About a year ago I recommended for those seeking an aggressive investment outside our regular portfolios Resin Systems, Inc., trading then at about $1 (OTCBB:RSSYF). It has delivered modest gains to those who purchased at the initial recommendation, bouncing between $1 and $1.25 this year. The case for owning the stock remains strong. The company […]


Profits from the Easy Chair Portfolios

April 1, 2005

One key to our long-term investment success is the Core Portfolio. It isn’t mentioned often in our monthly visits, but it is important. As the markets back-and-fill and try to establish a new trend, let’s take a few minutes to review the thinking behind the Core Portfolio and our recommended holdings. I frequently refer to […]


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.


New Savings from Brokers

April 1, 2005

Opportunities are increasing for cheap investors. Only a couple of years ago I reported that the discount and mutual fund brokers were raising fees and increasing minimum investment amounts. The brokers didn’t want small investors, frugal investors, or long-term investors. Since then, the stock market has rebounded and trading volume is up. In addition, a […]


Hedge Funds for the Little Guy

March 1, 2005

Our diversified portfolio of alternative mutual funds continues to do its job. We designed it to deliver solid long-term returns without the volatility of the stock market indexes. That is what we are getting. Long-time readers know that the Alternative Portfolio is a collection of mutual funds that use investment strategies similar to those used […]


REITs, the Dollar, and Stocks

March 1, 2005

We finally said farewell for a while to Cohen & Steers Realty Shares in our Managed Portfolios. We increased our holdings of CSRSX several years ago when growth stocks were overvalued and REITs were undervalued. Since then, REITs have outperformed the S&P 500 index and virtually every other investment asset class, most recently with 38% […]


How Pension Payouts Are Affected By Interest Rates

February 1, 2005

The prospect of rising interest rates this year could affect retirement payouts. If your retirement plan offers a choice between an annuity and a lump sum and you were planning to retire in the next year or two, pay attention now. Lump sum payouts increase as interest rates fall and decrease as rates rise. The […]

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