Bob Carlson offers his expert opinion on where to invest your money so that you can get through retirement safely and securely
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Most of you are familiar with the concept of a mental health day, when a person takes a day off from work to relax and recharge. Most of us need a financial health day to increase our financial independence and well-being. There are many relatively simple, easy steps people need to take to improve their […]
December 20, 2013 04:50 p.m. Your Retirement Finance Week in Review We’ll be on a reduced schedule the next couple of weeks. I won’t send a letter next Friday, December 27, and probably won’t send one on January 3, 2014. I hope everyone has a good holiday season. I look forward to meeting you at […]
Commodity prices soared for several years until collapsing over the last couple of years. The puzzle has been why prices soared. Was it manipulation? Cartels? Insiders and speculators? There’s an interesting paper digested in FTAlphaville blog that makes a good case. It says the price signals of the commodity markets were distorted. Investors in other […]
In recent years a number of investors realized they weren’t really diversified with a traditional stock and bond portfolio. So, they started to add other assets and strategies. But once the Fed started manipulating markets with quantitative easing, the diversification of many of these investments disappeared. Morningstar recently revisited some of the more popular diversifiers […]
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Eugene Fama and Robert Shiller were two of the three recipients of the 2013 Nobel for Economic Science. That prompted a lot of people to say that the prize committee was having some fun by naming two people with opposing theories. Fama was an early champion of efficient markets, while Shiller contends markets can be […]
Most investors trade too often. One reason they don’t buy and hold is that their portfolios aren’t properly diversified. Another reason is that they pay too much attention to the headlines and short-term trends instead of putting those aside and focusing on the longer term. Here’s a good discussion of that process, including research indicating […]
The problem many investors have with gold is that it is very difficult to analyze its fundamentals. It doesn’t pay income, have a book value, or even have much industrial use. It’s hard to point to what moves gold prices. In response to this, a couple of recent papers recently addressed gold’s price. Two sets […]
Morningstar is out with its annual ranking of section 529 college savings plans. These are plans that qualify for a slew of tax benefits under section 529 of the tax code. I’ve written about the plans in detail in the past. They’re great estate planning tools and provide an excellent way to sock money away […]
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