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.
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Reasons to Buy Stocks
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
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
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?
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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Against Hedge Fund Investing
I recommend to Retirement Watch readers that a portion of their investment capital be in a long-term buy-and-hold portfolio that I call her “hedge fund” portfolio. This is a collection of mutual funds that use strategies similar to those used by the best hedge funds. The portfoio has done very well for us. But that […]
Some Sound Thoughts on Gold
Gold’s been tumbling for some time and took big slides Friday and today. What’s the story behind the decline? There are some stories about Cyprus and other countries with economic problems being forced to sell their gold supplies in order to bailout their financial systems. There also are stories of leveraged investors such as hedge […]
Some Tips for Investing in Collectibles
When the economy isn’t doing well and people are worried about inflation, collectibles get a lot more attention. People are told that the collectibles are great investments, holding their value against inflation and conventional financial markets. But you need to be very careful before venturing into collectibles. My first rule is that a collectible shouldn’t […]
The Back Story of the Flash Crash
You remember the flash crash. That’s the day in May 2010 when the Dow suddenly declined about 1000 points. The Washington Post recently ran an excerpt from a book that describes how the world’s central bankers acted behind the scenes during that period. The headline says it was “Three days that saved the world financial […]
