Bob Carlson

Bob Carlson is editor of the monthly newsletter, Retirement Watch. In it, he provides independent, objective research covering all the financial issues of retirement and retirement planning. Mr. Carlson also is Chairman of the Board of Trustees of the Fairfax County Employees’ Retirement System, which has over $2.8 billion in assets. He has served on the board since 1992. His latest book is Invest Like a Fox…Not Like a Hedgehog, published by John Wiley & Co. in 2007. His previous book was The New Rules of Retirement, published by John Wiley & Co. in the fall of 2004. Mr. Carlson has written numerous other books and reports, including Tax Wise Money Strategies, Retirement Tax Guide, How to Slash Your Mutual Fund Taxes, Bob Carlson’s Estate Planning Files, and 199 Loopholes That Survived Tax Reform.

Read More

Daily Alert – 3/26/19

The top five holdings of this fund are: ONGC Videsh Vankorneft Pte. Ltd. 3.75%, 2.19% of assets; Indian Oil Corporation Limited 5.75%, 2.14%’; Temasek Financial (I) Limited 2.38%, 1.89%; BPRL International Singapore Pte. Ltd. 4.38%, 1.73%; and Bharti Airtel International (Netherlands) B.V. 5.12%, ...
Read More