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

Cohen & Steers: The Right REITs for Realty
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We own real estate investment trusts (REITs) through Cohen & Steers Realty Shares (CSRSX), explains Bob Carlson, fu…

 
Two Plays on DoubleLine for Income
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This is not the time to be complacent about the markets or our portfolios. There still are opportunities for safe, soli…

Tickers: DSL
WCM: Focused on Quality & Growth
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We’re invested in global growth stocks through WCM Focused International Growth (WCMRX). This is another fund tha…

 
DoubleLine: Safety Play with Floating Rates?
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We don’t want to own traditional bond funds, because they’re going to lose value as interest rates rise, ca…

Tickers: DBFRX | DLFRX
WCM Focused: A Favorite for International Growth
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One fund that’s been earning strong returns without making headlines is WCM Focused International Growth (WCMRX)…

Tickers: WCMRX
The Right "Price" for Latin American Investing
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U.S. stocks have done well, but they aren’t the only strong investment in the world. International stocks and com…

Tickers: PRLAX
Gundlach, DoubleLine & Floating Rates
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Bonds have been tumbling since interest rates hit lows in July 2016, and the decline accelerated after the election. Th…

Tickers: DBFRX | DLFRX
Top Picks 2017: Mairs & Power Growth
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Stock investors need to be more selective in 2017. The dollar is likely to remain strong against most other currencies…

Tickers: MPGFX