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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 844 Articles.
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Social Security, Inflation, and Interest Rates

July 1, 2015

Many people benefit from delaying their Social Security retirement benefits until at least full retirement age. Delaying until age 70 can be an even better deal. For years I’ve shown people how to calculate the difference using what I call the quick-and-dirty method. The method involves calculating how many years you need to live after […]

July 2015

July 1, 2015

July 31, 2015 04:25 p.m. Your Retirement Finance Week in Review Two events captured most of the attention this week. The first was China’s stock market indexes. The indexes peaked in mid-June after a year of gains around 100%. They quickly lost 30% from their peaks and attracted global attention. China’s authorities quickly took measures […]

Shiller on Stocks

June 2, 2015

Professor Robert Shiller CAPE ratio has marked U.S. stocks are overvalued for some time. Shiller’s also been saying that they haven’t been this overvalued except for the two great market peaks of 1929 and 2000. Still, he’s probably not someone you want to take investment advice from. In this interview, he seems to take all […]

Marine Training for Investing Success

June 1, 2015

This blog post is by a group of investment professionals who also served in the Marine Corps. They say lessons they learned in Marine training have helped them in their investing and discuss them in detail. The first three lessons all revolve around the theme of preventing overconfidence. Human beings are fundamentally prone to decision-making […]

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June 2015

June 1, 2015

June 26, 2015 04:25 p.m. Your Retirement Finance Week in Review There still is time to take advantage of your free registration for the San Francisco MoneyShow, July 16-18 at the Marriott Marquis. I’ll be making two presentations on Saturday, and we’ll have a booth throughout the show at which we can meet our members. […]

Picking a Winning Mutual Fund

May 5, 2015

This post discusses a recent research paper that identifies a unique way to select a mutual fund that is likely to outperform benchmarks and competitors. Its thesis is that mutual fund companies know more about the quality of their managers than we do. So, demotion and promotion decisions by fund firms tell us who are […]

Ending of the Super Bull Market

May 4, 2015

Bill Gross, now of Janus Capital, writes in his latest monthly essay on the end of the credit supercycle that propelled investment returns since 1981. He cites other successful investors who also have stated this view recently. All agree that investors should be looking forward to lower average returns in coming years than have been […]

May 2015

May 1, 2015

May 29, 2015 04:15 p.m. Your Retirement Finance Week in Review There wasn’t a lot of news in this holiday-shortened week. It is a good time to review some remarks Jeffrey Gundlach of DoubleLine Funds made in his May 12 conference call. Gundlach said most of the analysts who appear in the financial media, especially […]

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