IN THIS ISSUE: Figures Don't Lie but... The Recovery Fallacy Limiting Losses is the Key The Potomac Guardian Example Conclusions Introduction Some of you may remember the radio spots some years ago by Eddie Chiles, CEO of the Western Company. His brief commercials would often contain a phrase borrowed...
Hedge funds used to occupy a small, obscure part of the investment world. They were out of the public eye; few investors even knew about them. Regulators ignored them, as a matter of law. Gradually hedge funds became more prominent. A few of the pioneers of the business became billionaires, drawing attention...
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Retirement Watch
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Bob Carlson
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07-23-2009
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Filed under: Carlson, Bob Carlson, financial crisis, stock, stock market, investments, market timing, modern portfolio theory, portfolio theory, market indicators, hedge funds
I was quite amazed when I looked back to see how long it’s been since I’ve put together a Dollar Index ( NYBOT_DX ) video. I had to look back to September of 2008 to find the last series of videos I had done specifically for the Dollar Index, and it proved to be successful. In today’s...
Today we’re going to be looking at the S&P 500 market . We last reviewed this market back on May 12th when it was trading at 908. Here we are two weeks later and the market is at 914. That doesn’t seem like a big move, but we’ve had some pretty big moves in the interim both on the...
IN THIS ISSUE: Another Flawed Buy-And-Hold Theory A More Realistic Analysis Putting The NAAIM Study In Perspective The Elusive Bear Bottom The Recovery Fallacy Introduction For years, I have written about the frequent misleading arguments put forth to keep investors in buy-and-hold investments. I am...
The net worth of Americans is declining. That is no secret, though the extent of the decline will surprise many. The decline has affected and will continue to affect the economy, stock market, and your portfolio. The Federal Reserve gives a picture of the net worth of Americans every quarter, in a report...
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Retirement Watch
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Bob Carlson
on
02-27-2009
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Filed under: Bob Carson, Carlson, Bob Carlson, retirement plan, retirement, financial crisis, retirement plans, stock, stocks, stock market, investments, portfolios, indicators, market timing, modern portfolio theory, portfolio theory, market indicators
Major structural changes have occurred in the economy and markets, and more changes are on the way. The failure of Lehman Brothers was a watershed event. Investors stopped making even routine transactions, bailing out of even money market funds. The effects froze the economy and greatly worsened the...
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Retirement Watch
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Bob Carlson
on
02-10-2009
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Filed under: Bob Carson, Carlson, Bob Carlson, iras, retirement plan, retirement, financial crisis, retirement plans, stock, stocks, stock market, investments, portfolios, market timing, modern portfolio theory, portfolio theory, market indicators, income investing
Update Dec. 19: On Dec. 11 Congress passed legislation that suspended the required minimum distribution requirement for 2009. But it did not change the requirement for 2008. the IRS was asked by members of Congress to suspend the requirement for 2008. But on Dec. 17 it sent a letter to key members of...
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Retirement Watch
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Bob Carlson
on
12-05-2008
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Filed under: Bob Carson, Estate Planning, IRA Benefits, Traditional IRA, Roth IRA, Carlson, Bob Carlson, income taxes, iras, ira distributions, retirement plan, retirement, financial crisis, retirement plans, stock, stocks, stock market, investments, portfolios, market timing
Come January, Democrats will be in charge all over Washington. They campaigned on a theme of change, and we should expect major changes. The questions are which changes and how will they affect your retirement finances? I will focus on the changes I think are most likely to occur. When evaluating the...
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Retirement Watch
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Bob Carlson
on
11-07-2008
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Filed under: Bob Carson, Estate Planning, IRA Benefits, Traditional IRA, Roth IRA, estates, Estate tax, taxable gifts, gifts, Carlson, Bob Carlson, wills, income taxes, iras, ira distributions, estate taxes, retirement plan, retirement, financial crisis, retirement plans, stock, stocks, stock market, investments, portfolios, market timing, market indicators
The current financial crisis and market panic demonstrate why most of the investment plans for those in or near retirement are wrong. There are better ways to manage retirement money, but you will not learn about them from conventional advisors and sources. Most retirement investment plans generally...
Posted to
Retirement Watch
by
Bob Carlson
on
10-24-2008
Filed under:
Filed under: Bob Carson, Carlson, Bob Carlson, retirement plan, retirement, financial crisis, retirement plans, stock, stocks, investments, portfolios, indicators, market timing, modern portfolio theory, portfolio theory, market indicators, income investing
IN THIS ISSUE: "Market Timers Don't Own Yachts" Why Market Timing Gets A Bad Wrap Pros and Cons of Market Timing The Bottom Line On Market Timing A Market Timer Doing It Right Scotia's Moderate Risk Strategy Introduction I might have known it would happen. The very week last month that...