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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The recent deficit reduction law gave a boost to 529 prepaid college plans. There are two types of 529 plans: prepaid plans and savings plans. Under prepaid plans, the state guarantees that tuition and fees are covered by an amount determined today, even if inflation or investment returns are different from what was anticipated. The […]
Not long ago a key part of every retirement plan was paying off the mortgage. I’m told that a popular ritual was the mortgage-burning party, though I have never been to one. Now, it seems that fewer retirees consider paying down the mortgage to be important. To the contrary, maintaining a substantial mortgage frequently is […]
With today’s tricky tax law, the account in which you hold an asset can be as important as which assets you own. Unfortunately, too little attention is paid to the issue of which accounts should hold which investments. Most of us have more than one type of investment account: 401(k)s, traditional IRAs, Roth IRAs, taxable […]
Americans are living longer. Financial professionals and government officials realized this some years ago and have been studying what that means. Many individuals, however, are not aware of the significant changes in longevity and what it means for their finances. Longer Life Expectancy means longer retirements. Men who are 65 today will live on average […]
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The trends that boosted our portfolios ahead of the indexes this year are likely to last another quarter or more. As more and more investors notice our returns and invest with us, it will become time to move into other investments. We aren’t at that point yet, but I’m already drawing up a short list […]
We are coming up on the one year anniversary of our portfolio of 15 stocks for the next decade. For those who want to own individual stocks in addition to mutual funds, I created a portfolio of 15 companies that you should be comfortable owning for the next decade. This is not a trading portfolio, […]
The doormat of international financial markets, Japan, appears to be turning around as we anticipated a couple of years ago. At Retirement Watch we have a history of following the Japanese market. Investors with long memories will recall that Japan had the world’s hottest stock market in the 1970s and 1980s. There even were fears […]
The last few months have taught the benefits of diversification, balance, and a margin of safety. One of our investment themes of the last few years is that U.S. stocks and bonds are in a declining phase of the valuation cycle. It will be a while before investors are willing to take great risks and […]