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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 845 Articles.
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June 2013

June 1, 2013

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 […]

What the Super Rich Do Right, and Wrong

May 13, 2013

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 […]

Bearish on Gold

May 3, 2013

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 2013

May 1, 2013

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 […]

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Reasons to Buy Stocks

April 29, 2013

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 […]

End of the Traditional Balanced Portfolio

April 25, 2013

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 […]

The Slide in Emerging Market Stocks

April 23, 2013

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 […]

Where is Cash Being Invested?

April 23, 2013

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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