Speaker Details


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

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Cohen & Steers Finds the Right REITs

Real estate investment trusts (REITs) have had their ups and down in 2017, basically staying in a modest trading range, observes fund expert Bob Carlson, editor Retirement Watch. Get Top Pros' Top…

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Going Global for Growth and Income

Bob Carlson is a leading expert on retirement investing, recommending portfolios that are diversified among bonds and stocks, growth and income ideas, and domestic and global positions. In his aptl…

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Alerian MLP: Energy & Income

In our Retirement Paycheck portfolio, we seek above-average yields but we also want a margin of safety. We want to buy when prices are relatively low and sell after investors push prices too high, …

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Cohen & Steers: The Right REITs for Realty

We own real estate investment trusts (REITs) through Cohen & Steers Realty Shares (CSRSX), explains Bob Carlson, fund expert and editor of Retirement Watch. Three factors pushed REITs down in t…

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Two Plays on DoubleLine for Income

This is not the time to be complacent about the markets or our portfolios. There still are opportunities for safe, solid profits, but there also are potential problems ahead we need to keep on our r…

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WCM: Focused on Quality & Growth

We’re invested in global growth stocks through WCM Focused International Growth (WCMRX). This is another fund that seeks to own the stocks of a few quality companies. The fund looks for high, …

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DoubleLine: Safety Play with Floating Rates?

We don’t want to own traditional bond funds, because they’re going to lose value as interest rates rise, cautions income expert Robert Carlson, editor of Retirement Watch. DoubleLine F…

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WCM Focused: A Favorite for International Growth

One fund that’s been earning strong returns without making headlines is WCM Focused International Growth (WCMRX), notes fund expert Robert Carlson, editor Retirement Watch. The strong dollar…