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 849 Articles.
Get access to our full article archive by subscribing to Retirement Watch and Retirement Watch Spotlight Series.
The Danger of Collectibles Investing
Antiques, collectibles, and other unconventional investments have done well the last few years. That attracts more people to them. Unfortunately, it takes a lot of knowledge or the help of a very good, honest consultant to do well. The big problem is paying too much because an item is either a fake, inferior quality, or […]
Losing Investment Models
Ever since the financial crisis, and especially in the aftermath dominated by the Fed’s quantitative easing, I’ve noticed that old investment models generally don’t work. There are many mutual funds and investment firms that built models that worked very well for a long time. Some had models to pick stocks or bonds, Others had models […]
Hoping for a Stock Market Crash
Here’s an interesting exercise demonstrating that you’d be better off if stock indexes were to crash by 66% than if they increase by 200% and then hold that final value. There are a couple of assumptions to consider before hoping that the market will crash. One assumption is that your retirement is 30 years away. […]
Facts and Myths About Momentum Investing
Academic research shows that momentum investing is one factor that can be used to “beat the market” over time. But there’s a lot of misunderstanding and false information being spread about momentum investing, according to one of its “discoverers” Clifford Asness of AQR Capital. In this paper written with several others he reviews the research […]
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.
The Case of Continuing Low Yields
Jeffrey Gundlach of DoubleLine Funds has been an advocate of the idea that interest rates aren’t going to rise any time soon. He’s been saying that for several years, even after the consensus in the investment community seemed to agree that interest rates had to start rising. Proof of the consensus is in the futures […]
Investing’s Free Lunch – Investment Portfolio Rebalancing
Rebalancing an investment portfolio increases long-term returns while reducing risk. It’s sometimes called Investing’s Free Lunch. You get something positive in return for doing almost nothing. Recently a study was published disagreeing with that. Or it seemed to. But on complete examination, it really doesn’t. You see, rebalancing doesn’t produce an automatic positive result each […]
May 2014
May 30, 2014 05:10 p.m. Your Retirement Finance Week in Review Before diving into this week’s review, I want to remind active members of Retirement Watch that they can set the privacy preferences for the email addresses. From time to time I send out emails on behalf of third parties, such as other newsletter publishers. […]
A Changing Tune from Warren Buffett?
Warren Buffett took some heat recently for publicly objecting to Coca-Cola’s new executive pay plan but abstaining from the vote with Berkshire-Hathaway’s shares instead of voting no. He also appears to be changing his tune on a few other issues on which he was once very vocal and political. Read the new interview with Fortune. […]
