About

Robert Carlson is editor of the monthly newsletter and Web site, Retirement Watch. He is chairman of the Board of Trustees of the Fairfax County Employees' Retirement System, which has over $3 billion in assets, and was a member of the Board of Trustees of the Virginia Retirement System, which oversaw $42 billion in assets, from 2001-2005. His latest book is Personal Finance for Seniors for Dummies (with Eric Tyson). Previous books include Invest Like a FoxNot Like a Hedgehog and The New Rules of Retirement.


Content from Robert Carlson

WCM Focused: A Favorite for International Growth
Robert Carlson

One fund that's been earning strong returns without making headlines is WCM Focused International Growth (WCMRX), notes fund ex...

Tickers: WCMRX
The Right "Price" for Latin American Investing
Robert Carlson

U.S. stocks have done well, but they aren't the only strong investment in the world. International stocks and commodities also...

Tickers: PRLAX
Gundlach, DoubleLine & Floating Rates
Robert Carlson

Bonds have been tumbling since interest rates hit lows in July 2016, and the decline accelerated after the election. There's be...

Tickers: DBFRX | DLFRX
Top Picks 2017: Mairs & Power Growth
Robert Carlson

Stock investors need to be more selective in 2017. The dollar is likely to remain strong against most other currencies and that...

Tickers: MPGFX
Top Picks 2017: T. Rowe Price New Era
Robert Carlson

The commodity bear market, especially in oil, ended in 2016. The typical commodity bear market ends when prices collapse so muc...

Tickers: PRNEX
Income Solutions: Closed-End Discount
Robert Carlson

This closed-end fund was declining in value before the election, likely because of fears of rising interest rates, notes fund e...

Tickers: DSL
DoubleLine's Play on Total Return
Robert Carlson

Long-term bonds, utility stocks, real estate investment trusts and other interest-sensitive investments tumbled the last few mo...

Tickers: DBLTX
WCM Focused: Going for Global Growth
Robert Carlson

I’m not concerned about the US economy and I don’t believe a recession is imminent. US stock returns track economic growth over...

Tickers: KUBTY