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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 849 Articles.
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September 2012

September 1, 2012

September 28, 2012 04:30 p.m. Your Retirement Finance Week in Review First, a scheduling note. I’ll be traveling next week and probably won’t post a weekly summary. There also will be light posting on my public blog. I’ll be back in full gear the week of Oct. 8. A number of events caused markets to […]

Reconsidering Stocks for the Long Run

August 22, 2012

There’s an aggressive debate going on between those who believe stocks still should be the bulk of your portfolio and those who believe investors were sold a scam with the notion of owning primarily stocks for the long run. Bill Gross of PIMCO set up the debate, and others have piled in. The latest is […]

Reviewing Stocks’ Long-Term Returns

August 10, 2012

A generation or more of investors were educated to believe that stocks offer the highest long-term returns, and that stocks offer an extended real return of 6.6% annually. Bill Gross last week questioned whether that situation will persist for the next generation of investors, or at least for the next 10 years or so. Barry […]

Why to Own Gold

August 10, 2012

Gold doesn’t receive much thorough, academic attention as an investment. It’s generally the province of gold bugs, gold haters, and technical traders. That’s why I’m interested in this paper from Claude Erb of TCW and Campbell Harvey of Duke University. There’s a lot of detail in the paper, covering both the demand and supply for […]

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Sorting Through Preferred Stocks

August 7, 2012

Preferred stocks provide above-average income with no more risk than long-term treasury bonds or stocks. One way to invest in preferreds is through an exchange-traded fund. But there are details about preferred stock ETFs that many people don’t know, and the preferred stock ETFs are not the same. Barron’s this week has a good, brief […]

The Cult of Stocks

August 1, 2012

That’s what Bill Gross is attacking in his latest monthly essay. Gross’s timing confuses some. PIMCO started adding an equity mutual fund division to its wide array of bond offerings just a few years ago. While one part of PIMCO tries to convince investors to buy its stock funds, Gross continues to argue that stocks […]

August 2012

August 1, 2012

August 31, 2012 05:45 p.m. Your Retirement Finance Week in Review Ben Bernanke’s given his important Jackson Hole speech, indicating the Fed might take more action at its September meeting. But what, if anything, will Europe do? And what about the fiscal cliff in the U.S.? Will China suffer a hard landing? There’s a lot […]

The Case for a Recession

July 17, 2012

The economic data indicate that U.S. economic growth is slow and slowing, but it appears that it’s still positive. But a few analysts are asserting that the U.S. already is in a recession, including Lakshman Acuthan, John Hussman, and Mike Shedlock. Shedlock does a good job of collecting all the data and arguments in one […]

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