Retirement Investing

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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Return of the Dull Investor

Return Of The Dull Investor

September 1, 2000

One of the things I was taught when learning to fly a small plane is that the plane’s design and aerodynamics do most of the work. The pilot needs to make only small adjustments and inputs to keep flying smoothly and on course. There are many activities in which the less work you do, the […]

new-ways-to-invest-for-grandchildren

New Ways to Invest for Grandchildren

August 1, 2000

The market sent a message to grandparents the last few years. To ensure the success of your plan to leave the grandchildren wealth, heed this message. A time-honored practice when setting up an account or trust for grandchildren is to buy shares in one or a few favored companies, then leave them alone. The grandchildren […]

top-ten-funds

Top Ten Funds

June 1, 2000

A market decline is a good time to clean out your portfolio. Get rid of the mediocre performers that disappointed in the last market rise and are likely to continue disappointing. Now is the time to set your portfolio to perform better when the market recovers. To help you, let’s review some funds I recommended […]

pyramid-investing

The Pyramid For Portfolio Profits

April 1, 2000

It’s been a wild time in the markets, and that can make for dangerous times for investors. The stocks with the biggest gains in 1999 were those with no earnings and big losses. Meanwhile, uncertainty about inflation, interest rates, and the economy make the stock markets very volatile. Many investors are thinking of overhauling their […]

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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.

boost-yields

Easy, No-Risk Ways To Boost Dividend Yields

March 31, 2000

Income investors have had a rough time. Even after the recent run-up in interest rates, yields still are far below what they were a few years ago. Income investors whose investments have matured have had to reinvest to receive lower income. It is understandable that long time income investors don’t want to take the risk […]

how to really beat index funds

How To Really Beat Index Funds

October 1, 1999

Have you given up trying to beat the stock market indexes? Are you tired of actively-managed funds that tarnish their sterling performance records as soon as you invest? If so, you might be thinking of putting some or all of your stock investments in index funds. But why settle for only index fund returns? You […]

debt-free-home

Is A Paid Up House Right For You?

September 1, 1999

Not too long ago, debt was an asset. With high tax rates and deductible interest, debtors bore only a small portion of the interest expense. And with inflation high, it made sense to buy an appreciating asset with debt and pay back the debt with dollars that declined in purchasing power each year. The best […]

New-Keys-for-Picking-Winning-Funds

New Keys For Picking Winning Mutual Funds

June 1, 1999

To keep earning safe, solid investment returns you have to adapt. The investment markets change over time, and you have to recognize and accept those changes. A failure to be flexible, to learn over time, and to accept changes is why most investors and even professional investment advisers pick mutual funds in ways that are […]

October 2020:

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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