Return to the Guru Directory

Bob Carlson is the Editor of Retirement Watch (RetirementWatch.com). He was also Editor of Tax Wise Money from 1985 to 1997. Bob Carlson has written numerous 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. He has also been interviewed by or quoted in numerous publications, appeared on national television and radio programs, and spoken at a number of investment conferences and seminars.

Bob Carlson holds a law degree, a Master's in Accounting from University of Virginia, and a Bachelor's degree in financial management from Clemson University. In addition to being an attorney, Bob Carlson is a CPA and licensed insurance consultant. Since 1992, he has served on the Board of Trustees of the Fairfax County Employees Retirement System, and has been chairman of the board since 1995. He also serves on the Board of Trustees of the Virginia Retirement System.

Retirement Watch is a source of financial information about retirement -- for those already retired or planning for retirement. It provides independently-researched advice on safe, sound investments; estate planning; income tax reduction; maximizing Social Security benefits, reducing health care costs, and other financial aspects of retirement.

Retirement Watch subscribers learn to

• Simplify their finances

• Pay lower taxes

• Know how to respond confidently to inevitable changes

• Distribute their wealth as they intend

• Slash investment and other costs

Bob Carlson's Retirement Watch
P.O. Box 970
Oxon Hill, MD 20750
bcarlson@retirementwatch.com
1-800-552-1152

The above description was assembled using information from the publisher's site. All registered or unregistered trademarks referenced herein are the property of their respective owners, and no trademark rights to the same are claimed.

There are quite a variety of investment newsletter services available to investors today, which achieve a decent track record. In reality, however, many newsletters have not translated well for most investors that subscribe to them. The reason? Money management. Without the proper position sizing using the right money management tool, you are only dealing with half the formula for success.

Let's face it: if there was one consistently successful investment newsletter, then the word would spread rapidly, and that one investment newsletter would have more customers than the population of China. The reality is that there has never been such a success. Why? Because in the final analysis, 8 out of 10 investors fail due to one simple reason: position sizing.

The majority of investors who subscribe to investment newsletters think that the process is as simple as "Just give me your recommendations and let me become as successful as you are". Unfortunately, as money managers know, entry points account for very little in the overall success of a portfolio. Find out why!