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.
Get access to our full article archive by subscribing to Retirement Watch and Retirement Watch Spotlight Series.
October 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 […]
Buy-and-Hold Investing Mistakes
Most investors trade too much. They’d be better if by changing their investments less frequently. But buy-and-hold investors also are prone to mistakes. This article identifies several key mistakes to avoid. I’d also add that many buy-and-hold investors don’t understand the importance of low correlations between their investments if they want the benefits of diversification. […]
Understanding Investment Risk
Investors hear a lot about risk, but few of them really understand risk and risk management. If you might be in that category, or you simply want to read an excellent discussion of risk, consider this essay by Howard Marks of Oaktree Management. Marks takes on the widely-accepted academic and financial professional view that volatility […]
The Shiller P/E Ratio Deconstructed
Philosophical Economics blog goes into detail to explain why the Shiller P/E ratio (a.k.a. the CAPE ratio) has been historically high for a long time. He also points out that more traditional P/E ratios also have been historically high. After explaining why several factors cause the rise in the CAPE, the blog lists several possible […]
SUBSCRIBE TO Lifetime Retirement Protection Program
Bob’s exclusive new service gives members the tools and knowledge to maximize their retirement finances for the rest of their lives. The Lifetime Retirement Protection Program includes all monthly issues of Bob’s Retirement Watch newsletter, all monthly video webinars in his Retirement Watch Spotlight service, every one of Bob’s premium reports and white papers (past and future), complete access to RetirementWatch.com, and 90 days’ membership in Eagle Financial’s DividendInvestor.com. Click here now to access all of Bob Carlson’s research.
September 2014
September 25, 2014 04:20 p.m. Your Retirement Finance Week in Review I’m going to be out of the office most of Friday, so I’m wrapping this report and posting it on Thursday this week. A lot was weighing on the markets early in the week. After hitting new highs last week, stock indices could be […]
An Optimistic Case for Stocks Prices
Economist Brad DeLong pushes back against the notion that stocks are overvalued and a bad investment at this point. The article is a little long and makes a number of points. He attacks a number of commonly-held views, such as that mean reversion is normal and inevitable, and that the long-term average of valuations is […]
Why Grandparents Should Like 529 Savings Plans
Grandparents are contributing more to their grandkids’ educations than in the past, and the best way to do this is through a section 529 college savings plan. Even when it isn’t clear a grandchild will attend college, 529 savings plans are good estate and financial planning tools to implement. A number of factors cause grandparents […]
Avoiding the Fraud of Collectibles Investing
I’ve always believed that collectibles aren’t investments. Collectibles are items such as wine, art, antiques, cars, and the like. Periodically there are news reports that a particular collectible is a great investment because it has appreciated so much in recent years. There’s considerably less publicity when the price of that collectible declines are flattens out. […]
