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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 783 Articles.
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“3 Ways to Get A Retirement Raise” Conference Call 04/17/19

April 17, 2019

Welcome to my first subscriber conference call: 3 Ways to Get A Retirement Raise. AGENDA: “Ask Bob Anything”: Live Q&A 3 new ideas for growing your retirement nest egg and giving yourself the “raise” you deserve The upcoming law that attacks a key, longstanding retirement strategy: Bob explains major new changes making their way through […]

“3 Ways to Get A Retirement Raise” Conference Call 04/17/19

April 17, 2019

I sat down with my subscribers for a conversation on, 3 Ways to Get A Retirement Raise. Click on my image below to listen to the conference call.

Bob’s Journal for 4/11/19

April 11, 2019

Closed-end mutual funds can increase your portfolio returns, but investing in them has an extra layer of risk. There’s a key distinction between closed-end mutual funds and the better-known open-end mutual funds. An open-end fund doesn’t have a fixed number of shares issued. Instead, at the end of each day, the fund company tallies the […]

Bob’s Journal for 4/4/2019

April 4, 2019

Housing is staging a comeback, and that’s likely to help economic growth the rest of the year. The Fed’s tighter monetary policy caused housing to stall for most of the last year or so. Sales and construction were down, and prices increased at a lower rate. After the Fed announced a pause in its tightening […]

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Bob’s Journal for 3/28/19

March 28, 2019

Your retirement plan should assume inflation will be higher than the published numbers, whether you already are retired or still looking forward to it. The most widely cited measure of inflation is the Consumer Price Index (CPI) for all urban consumers. This measure generally has been declining since it peaked in the early 1980s. In […]

Bob’s Journal for 3/21/19

March 21, 2019

Markets have been rallying, but investors don’t seem to be very bullish. Stock indexes, of course, have strong returns so far in 2019. The NASDAQ 100, as represented by the QQQ exchange-traded fund (ETF), is up about 14.5% for the year to date. The S&P 500 gained more than 12.5% and the Russell 2000 index […]

The Economy and the Stock Market – Our Three Likely Scenarios Updated

March 15, 2019

Is 2019 going to be like 2015? Or will it bring a serious bear market and perhaps a recession? In 2015, the U.S. labor market was strong, and the economy was growing. So, the Fed ended quantitative easing. As the year went on, the debt crisis in Greece roiled markets. China’s stock market took a […]

Don’t Leave an Estate Planning Mess for Your Children to Fix

March 15, 2019

The best description for the legacy plans of most Americans ages 55 and over is NOGO. The acronym stands for “not in good order” or simply “not good.” It is a phrase often used by estate and financial planners to summarize the state of the financial and estate plans of new clients. Most people know […]

October 2021:
Congress Comes for your Retirement Money
A devastating new law has just been enacted, with serious consequences for anyone holding an IRA, pension, or 401(k). Fortunately, there are still steps you can take to sidestep Congress, starting with this ONE SIMPLE MOVE.
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