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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 845 Articles.
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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 […]

The Dark Side of Art Collecting

April 30, 2015

Bloomberg.com’s been running a series of articles on different aspects of the art collecting market. The latest installment shows the dangers of art collecting, especially for those who engage in private market transactions and rely on brokers and agents for their information. In this installment, a Russian billionaire decides that his dealer was overstating the […]

Art Collectors and the Tax Code

April 29, 2015

There’s a lot of money involved in art, and the tax code works to keep the money in art. It turns out that when you hear about a sale of art at a high price, the art wasn’t really sold. It was exchanged for other art so that the “seller” doesn’t have to pay capital […]

The Case for Investing in Energy

April 16, 2015

Oil prices declined a lot in 2014. That caused a lot of people to liquidate oil investments. It also caused some other people to wonder when would be a good time to buy some energy assets cheaply, anticipating a rebound in prices. Don’t waste your time trying to identify “the bottom.” You’ll know it only […]

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No Famous Stock Pickers

April 13, 2015

In the 1980s and 1990s, managers of stock mutual funds ruled the investment world and received a lot of attention from the media. Star fund managers were almost household names. That’s not the case now. According to this article, the top stock pickers are unknowns who receive no attention despite great records. The changing fortunes […]

Taking Apart Target Date Funds

April 10, 2015

Target date funds are becoming more popular, especially in 401(k) plans. These are funds that change their asset allocation over time based on the assumed age of the shareholders. For example a target date 2020 fund is supposed to be owned by someone who plans to retire in 2020. But these are a new part […]

Should You Be Holding Cash?

April 8, 2015

Mohammed El-Erian, formerly of PIMCO, stunned a few people when he announced recently that his portfolio primarily was in cash. I know a lot of small investors also are heavily weighted in cash, because they’re afraid of all the other investments. Here’s an analysis of why you don’t want to be 100% in cash in […]

Diversification, De-Risking and Other Thoughts

April 6, 2015

Investors are very nervous about owning stocks these days, but they also don’t want to miss out on a continuation of the bull market. If that describes you, and you’re not sure what to do, consider this article. It’s written primarily for institutional investors (pension funds and such) and might seem to ramble a bit. […]

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