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 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 […]
Exchange-traded funds are the fastest-growing but most misunderstood investment vehicle of the last few years. ETFs have been around only since 1993, and didn’t start to take off until the late 1990s. Let’s see how these mutual fund substitutes might fit into your investment strategy. An ETF is similar to a mutual fund. The investor […]
You might have read about the disappointing recent returns from hedge funds. Over the last few years, wealthy individuals and institutions poured money into these investment vehicles in search of less volatility and the potential for high returns. The results for the last year or two have been disappointing to many of these investors, and […]
Over the years we successfully found great funds early and let them deliver strong profits for us. One of the disadvantages is that after we discover them, the shareholder-friendly funds we favor deliver excellent performance and attract a lot of dollars. Because they are shareholder-friendly, they tend to close their doors to new investors when […]
Bob’s exclusive new service gives members the tools and knowledge to maximize their retirement finances for the rest of their lives. The Lifetime Retirement Protection Program includes all monthly issues of Bob’s Retirement Watch newsletter, all monthly video webinars in his Retirement Watch Spotlight service, every one of Bob’s premium reports and white papers (past and future), complete access to RetirementWatch.com, and 90 days’ membership in Eagle Financial’s DividendInvestor.com. Click here now to access all of Bob Carlson’s research.
Investors aren’t making too many mistakes these days. That means we have to search harder to find profitable investment ideas with a margin of safety. The most frequent mistake investors make is to misprice investments. In the typical investment cycle, investors buy whatever has been rising. This pushes the price of that asset to an […]
We are low risk investors here at Retirement Watch. Carefully assess the risks and avoid the big losses is a big part of my investment philosophy. The gains will take care of themselves because of the long-term growth trends in the economy and the markets. That is why instead of searching for the next investment […]
Grandparents who want to begin modest accounts to benefit their grandchildren face fewer choices. Many grandparents would like to invest a small amount of money for a grandchild and add a little to it each year. After a couple of decades or more, the grandchild will have a nice sum of money to pay for […]
Our portfolio of mutual funds with “hedge fund” strategies is still delivering the steady, solid returns we set as its goal. This last quarter also shows why I put together this collection of funds. You can see how they work together as a portfolio to achieve steady returns. The portfolio had a modest gain for […]
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