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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A Tactical Asset Allocation Primer for Investors
Here’s a long article from Philosophical Economics blog on tactical asset allocation and marketing timing. The piece is in favor of periodically shifting the allocation of a portfolio. Most things you hear and read on the subject favor a buy-and-hold approach. As I said, it’s a long piece and apparently is the first of several. […]
Small Number of Stocks Drive Indexes
Here’s an interesting collection of recent research that helps explain why index investing often beats active stock selection. The bottom line is that in most years only a small number of stocks drive the indexes higher. Active managers are more likely not to own those stocks than indexes are. I’d add that value managers are […]
January 2016
January 29, 2016 05:15 p.m. Your Retirement Finance Week in Review Wow! Is the rest of the year going to be as turbulent as January? In 2015 volatility was low and complacency was high. All that turned on a dime when the calendar flipped. Before we turn to the week’s review, I want to remind […]
Which Real Estate Markets are Too Hot?
This blog post analyzes the S&P Case-Shiller home price data to look at long-term trends in both nominal and real (after inflation) prices for average homes in major markets. It points out that the question home buyers need to ask today is: What will people be able to pay for this home after mortgage interest […]
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An Introduction to Adaptive Investing
Most investors, especially institutional investors, follow the wrong processes, says Ben Hunt of Salient Partners. Here’s a good article he wrote recently on the high points of his theory, which he calls Adaptive Investing. It’s also entertaining, especially if you don’t mind The Godfather trilogy. It’s our acceptance of The Central Tendency as The Way […]
ETF Investing Mistakes
If you studied the ETF market, you know that there are ETFs covering a large number of investment strategies and sectors. A number of the ETFs are very quirky or focus on what seem to be tiny niches. This paper from Research Affiliates points out that ETF providers generally launch new ETFs based on investments […]
December 2015
December 28, 2015 11:30 a.m. Your Retirement Finance Week in Review I hope you had a Merry Christmas season and are looking forward to a happy New Year. We didn’t issue a review last week because of the holiday-shortened week. This week’s activities also will be truncated. So I’m issuing this review in the middle […]
November 2015
November 25, 2015 12:00 p.m. Your Retirement Finance Week in Review I hope each of you has a great Thanksgiving holiday. The markets will have a short week, and all the data for the week has been issued. So, I’m sending this week’s review early. The Data A week’s worth of data was packed into […]
