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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 787 Articles.
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recommended-funds-at-popular-fund-families

Recommended Funds At Popular Fund Families

November 1, 2002

Fund Type Schwab NTF Vanguard Fidelity T. Rowe Price Core U.S. Stocks Am. Cent. Equity Inc Total Stock Index Contrafund Dividend Growth Large-Mid Val Eq Oakmark Fund Windsor Value Midcap Value Large-Mid Gro Eq Marsico Focus Growth Index OTC Blue Chip Small Cap Core Am. Cent. Small Qu. Tax Mgd Small Cap Small Cap Stock […]

where-to-shop-for-mutual-funds

Where To Shop For Mutual Funds

October 1, 2002

There’s been a shake up in the world of mutual fund supermarkets. I’ve long believed that investors can maximize their investment returns by simplifying their financial lives. One way to simplify is to consolidate your investments at one mutual fund family or one broker that allows you to purchase mutual funds from different families – […]

the-key-question-most-investors-overlook

The Key Question Most Investors Overlook

October 1, 2002

Most investors focus on the wrong question, and that costs them money. Too many investors try to answer the big question of the day. Today, the big question drawing attention is whether the bear market is ending or the stock market is getting ready for another sharp drop. A few years ago, investors searched for […]

funds-outside-the-recommended-portfolios

Funds Outside the Recommended Portfolios

October 1, 2002

I’m one who remembers August 1982 when the bear market became a bull market. I also remember the turns from the market bottoms in 1987 and 1991 and from the stagnant market in 1994. Many of you were with me during the recoveries of 1997 and 1998. Each time, there were doubts about the future […]

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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.

college-saving-plan-estate-plan

How College Saving Plan Can Enhance Your Estate Planning

August 1, 2002

Section 529 college savings plans aren’t just for higher education. While great education planning tools they can be used as valuable Estate Planning tools, especially by grandparents. To ensure you and your family get the maximum benefit of these plans, don’t forget 529 accounts when drafting your estate plan. We’ve reviewed the advantages of 529 […]

The New World Of Mortgages

August 1, 2002

Mortgage rates still hover near their lowest levels in decades. That keeps refinancing near the top of many lists-of-things-to-think-about. If you are one of the millions thinking of refinancing a mortgage, you should know that the rules of the mortgage market changed in the last few years. Until recently, refinancing didn’t make sense unless current […]

best-investing-strategies

An Easy Way To Beat Most Other Investors

June 1, 2002

Simplify your investment portfolio and your returns will increase. That’s part of the philosophy behind our investment approach, especially our Core Portfolios. Most investors own too many assets. Many others complicate investing by trying to decide the best time to buy and sell. The result often is that they neither buy nor sell – or […]

reduce-broker-fees

How To Beat The Broker Fee Increases

June 1, 2002

You need to find the broker most suitable for you. Most brokers are reacting to the bear market by imposing higher fees on some investors. Each broker is seeking a particular type of client instead of trying to please the whole market. Find the broker that wants your type, and the fee increases won’t chip […]

March 2021:

Congress Comes for your Retirement Money

A devastating new law has just been enacted, with serious consequences for anyone holding an IRA, pension, or 401(k). Fortunately, there are still steps you can take to sidestep Congress, starting with this ONE SIMPLE MOVE.
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