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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 789 Articles.
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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 […]

lifetime-income

Strategies for Income that lasts a Lifetime

March 1, 1999

Investing for income might not be the safest way to manage your retirement portfolio. Income investments certainly seem safe in the short-term. The income usually is secure. You can plan on it. The principal value doesn’t have the great gyrations you see in the stock market. But retirement can last 20 or 30 years. In […]

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dangers-of-fund-rating-systems

Those Dangerous Mutual Fund Rating Systems

February 1, 1998

The books are securely closed on 1997, and that means we’re being bombarded with the annual fund ratings and rankings from many publishers. I know many of you review these publications, because you regularly ask me why I recommend a fund that received a low rating from a service or am not recommending a fund […]

April 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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