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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June 27, 2013 04:45 p.m. Your Retirement Finance Week in Review I hope each of you has a good July 4th. Because of the light schedule in the market and economic data next week, I probably won’t issue a report unless there is a significant surprise. If all goes according to plan, I’ll be back […]
A new study obtained data from a firm that consolidates information on a number of superwealthy families (average net worth is $90 million) and tabulated their holdings and trades. You can find a summary here (subscription might be required). The good things the rich do is they don’t trade much, invest in vehicles open only […]
That’s the view in an article on Bloomberg.com. It quotes a number of analysts about Gold’s recent plummet into a bear market and the potential for an end to its long streak of annual price increases. Gold’s a tricky investment. It’s still a fairly thin market, so the price can be moved by extra buying […]
May 31, 2013 04:30 p.m. Your Retirement Finance Week in Review This was a very volatile week in the markets, and it looked like investors were looking for excuses to take profits in some assets that did well in recent months. Japanese stocks took a big dive on Tuesday and again on Friday. This came […]
What you don’t know about retirement can hurt you. In fact, just a few wrong decisions in your investments, taxes, or estate planning could completely derail your retirement plans. Worse yet, the rules of the game keep changing, making it harder to keep up. For these reasons, I’ve assembled all the key points – everything you need to know — into one comprehensive report. Click here today for free access.
There are a lot of reasons floating around for people not to buy stocks. In fact, there always is a powerful bearish case to be made about stocks. I know people who’ve built businesses and careers being bearish about stocks no matter how well the markets and economy were doing. The fact is it’s easier […]
Longtime readers know I’ve never been a fan of the traditional balanced portfolio, which generally is 60% stocks, 40% bonds. People have some variations, but there isn’t much practical difference. Among the problems with the traditional portfolio is that it really isn’t diversified. About 90% of the portfolio’s risk, volatility, and returns are tied to […]
World stock markets generally moved together since 2009. Since late 2012, however, emerging market stocks diverged from U.S. stocks. U.S. and other developed market stocks generally rose, while emerging market stocks declined. One reason for that is China’s economy slowed, and some fear it will slow further. But there’s more, says Sober Look. The blog […]
Early in the year I reported to Retirement Watch readers that cash balances were extremely high. Many people and businesses made moves late in 2012 to avoid higher taxes they suspected could take effect in 2013. The moves generated a lot of cash from asset sales, special dividends, and the like. Money market funds and […]
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