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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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Analyzing the New Money Market Fund Rules

November 1, 2014

The Securities and Exchange Commission revised the rules for money market funds earlier in 2014, making the first substantive overhaul of the funds in decades. Investors need to understand the rules and consider if they want to make changes to where they cash is held after the rules are effective. The first thing to know […]

November 2014

November 1, 2014

November 26, 2014 03:00 p.m. Your Retirement Finance Week in Review Happy Thanksgiving to each of you. Since there isn’t going to be significant data reported Friday and markets will close early on Friday. I’m doing the weekly summary on Wednesday. A lot of data was reported in this holiday-shortened week. Markets took a break […]

7 Key Investing Behaviors

October 29, 2014

Behavioral economics ended the idea of rational economic man. Here’s a quick review of the top seven common human behaviors that are irrational and cost investors money. 4. Confirmation bias How it tricks us: It’s a basic human flaw: We like to think we’re always right, and will go to great lengths to seek out […]

Evaluating Investments by the Inventor of the Sharpe Ratio

October 22, 2014

Nobel Prize-winning economist William Sharpe gave an interesting interview to AAII. He makes several points that all investors should note. Sharpe developed a statistic that’s now called the Sharpe ratio. He said he was looking for a number to consider if you only can look at one number to evaluate an investment. Now, he says […]

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Dangers of Large Mutual Funds

October 17, 2014

Some of you might remember back to the stock market crash of October 1987, when major indices fell about 25% in one day. There was a lot of finger pointing at the time about the cause, but I remember a number of people saying that a major mutual fund company decided to unload a lot […]

Bad Timing? Stock Allocations of Target Date Mutual Funds

October 13, 2014

The fastest-growing feature in 401(k) plans in recent years is the target date mutual fund. These are diversified funds. The fund sponsor adjust the asset allocation based on how close the shareholders are assumed to be to retirement age. For example, a 2050 target date fund assumes the shareholders will retire in 2050. It will […]

High Stock Values Don’t Mean a Stock Market Crash is Near

October 7, 2014

Stock values and many other asset values are too high, says Cliff Asness of AQR, a money management firm. But that doesn’t mean it is time to sell and hide in cash. Many assets values have been high for a long time. But high values alone don’t mean a decline is imminent. Asset prices could […]

October 2014

October 1, 2014

October 31, 2014 04:20 p.m. Your Retirement Finance Week in Review Happy Halloween. First I want to thank all of you who joined us for the recent webinar, “Your Portfolio and Your Heirs.” It was an important presentation, and we had a strong turnout. If you weren’t able to attend the webinar, you can view […]

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