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.

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iShares US Preferred Stock (PFF) and Flaherty & Crumrine Preferred Income Fund Inc. (PFD)

These Morningstar 3-Star funds have current dividend yields of 5.83% and 8.7%, respectively, paid monthly. iShares US Preferred Stock (PFF) and Flaherty & Crumrine Preferred Income Fund Inc. (PFD) From Bob Carlson’s Retirement Watch We continue to find pockets of opportunity with margins of safety will...
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Bob Carlson’s Retirement Watch

Retirement Watch was the first publication to cover all the financial aspects of retirement, and it remains the only source of its type. The advice and recommendations are based on independent, objective research on how to increase your financial independence. The goal is provide...
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DoubleLine Emerging Markets Fixed Income institutional shares (DBLEX) or (DLENX)

Here’s a high-yield opportunity to invest in emerging market bonds. The institutional fund’s (rated five stars by Morningstar) current dividend yield is 5.31% and the retail fund (rated four stars), 5.06%, paid monthly. DoubleLine Emerging Markets Fixed Income institutional shares (DBLEX) or the retail (DLENX). from...
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