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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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estate planning

Low-Cost Estate Planning Ways To Get Your Grandkids Started

May 1, 2002

Mutual funds and brokers are making it more difficult to put your grandchildren on the road to wealth with a modest initial investment and small regular additions. Fortunately, there still are ways to build a modest sum into a meaningful legacy. Suppose you open an investment account with $1,000, add $50 each month for 10 […]

how-to-prosper-in-retirement

How to Keep Prospering in Retirement?

May 1, 2002

We were safety-first investors before it was trendy, and it has paid off. I’ve noticed that recent ads for financial service companies emphasize diversification, balance, and safety. Meanwhile, media stories have started focusing on income, valuations, and long-term stability. It is a little late, but we’re happy to welcome them to the club. Over two […]

funds-for-small-and-new-investors

Funds for Small and New Investors

April 1, 2002

Not everyone is ready to build a diversified portfolio. Some investors don’t have enough money to meet the minimum investment requirements at multiple funds. Other investors are slowly dipping their toes into the markets after letting their money compound in money market funds and CDs for years. Still others are starting portfolios for their children […]

investing-in-market-trends

Investing in Market Trends

April 1, 2002

The best way to profit in the markets is to latch on to a trend and profit from it. No matter what is happening with the market indexes, there almost always is a bull market some where in the investment universe. All you have to do is find it. That’s the theory behind my Aggressive […]

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a-few-stocks-for-the-long-term

A Few Stocks For The Long Term

March 1, 2002

The Enron accounting scandal hasn’t touched directly our recommended individual stocks. Not all of our picks have been winners in the bear market, but we’ve avoided accounting and management scandals. It takes a bit of work to avoid companies with artificial financial results, and it is not always possible. A concerted fraud effort is impossible […]

adding-spice-to-your-portfolio

Adding Spice to Your Portfolio

February 1, 2002

The markets are down, and that is a good time to consider adding some spice to your portfolio. Our recommended portfolios hold investments with a margin of safety and the opportunity for solid, steady profits.  For those of you who want to branch out, I’ve found additional opportunities. One of these investments carries more risk […]

how-to-boost-your-investment-income

How to Boost Your Investment Income

February 1, 2002

Our “growth bonds” and Income Growth Portfolio continue to offer high and growing dividends to investors. These are great alternatives for income investors who have been burned by traditional income investments. The last decade was difficult for income investors. Yields on bonds and stocks slid all through the 1990s. The average money market fund now […]

build your own low-cost stock fund

Build Your Own Low-Cost Stock Fund

January 1, 2002

Small investors face several hurdles when they want to purchase individual stocks instead of mutual funds. Now, there are ways to overcome many of these hurdles. New research shows you need 40-50 stocks in different sectors for a diversified portfolio. (Older research said eight to 16 stocks.) Buying that many stocks for a modest portfolio […]

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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