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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 826 Articles.
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How to Beat The High Cost of Investing

June 1, 2003

Cutting the cost of investing is more important than it has been in years. Expenses didn’t matter much when the stock market returned over 20% annually and bonds yielded over 8%. In the next 10 years, however, I expect bonds won’t return more than their current yields, and the annual average return from stocks will […]


How to Re-Balance Your Portfolio

May 1, 2003

You can have a leg up on most investors, including those who are supposedly the most sophisticated. Most investors, even the largest pension funds, neglect to rebalance their portfolios. Yet, rebalancing is an excellent way to improve long-term returns and reduce risk. It is especially valuable with long-term holdings such as a Core Portfolio. If […]


Advice for Beginners to Investing in Stock Market

May 1, 2003

Getting a little older requires a few changes in behavior. I’ve long known the importance of warming up before vigorous exercise. In the last few years I’ve learned my muscles also don’t like to be thrown right into yard work. They like a gradual introduction. If I forget that lesson, they’ll spend the next day […]


Understanding Yields And Alternative Investments

April 1, 2003

Low yields are crimping investment income. You don’t need me to tell you how low yields are on money market funds and treasury bonds. Yet, income investors need to be mindful that rates are likely to rise as the economy improves. Reach for higher yields now by purchasing long-term bonds, and you could suffer a […]


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.


The Ultimate Toolbox For Reducing Market Risks

April 1, 2003

The mistake most investors make is to try to predict the future and then set their portfolios to capitalize on that prediction. Unfortunately, the financial world is not predictable, even in relatively normal times. It is even less predictable when economic calculations must be meshed with considerations of war, terrorism, and the after-effects of the […]


Our Safe, Aggressive Investment Portfolio

February 1, 2003

Profitable trends are starting to develop in the markets. I can tell from the action in our Invest With The Winners Aggressive Portfolio. Our Aggressive Portfolio uses my own rankings of over 300 mutual funds, representing most available investment strategies. I recommend buying the top two funds in the rankings that are at the top […]

Opportunities Abound In the Uncertainty

February 1, 2003

Stocks continue to see-saw between bear market and bull market. As I said earlier, expect this to continue for some time as the economy and markets recover from the extremes of the 1990s. Several investment strategies are necessary to be successful in this environment. Careful buying and selling is one. I’ll keep sell signals in […]


The Next Bear Market

January 1, 2003

Is the bond market the next bubble waiting to burst? Investors certainly have been pouring money into bonds and bond funds, just as they bought technology stocks and funds near the top of the market. The new-found attraction for bonds is understandable. They have had a 22-year bull market. As stocks tanked, the most popular […]


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