Retirement Watch

Overall Rating

Rating: 3.4/5. From 13 votes.
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3.5
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Investment Performance

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Rating: 3.1/5. From 18 votes.
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Quality Of Writing/Analysis

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Rating: 3.6/5. From 17 votes.
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Rating: 3.9/5. From 16 votes.
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Customer Service

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Rating: 3.4/5. From 13 votes.
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MackRonald BuchheimDougAn Individual InvestorChuck F. Recent comment authors

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wily old owl
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wily old owl

Bob Carlson’s Retirement Watch – *****

This is mainly for people approaching or in retirement. The info for estate planning, financial planning, IRA’s,and such is very good indeed. I have never invested in his investment portfolios (mutual funds) but have subscribed to the letter for 5 yrs just for the sensible, savvy advice. He is Chairman of the board of Trustees of the Virginia Employees’ Retirement System ( 2.2 billion portfolio) and was on Board of Trustees of the VA Retirement System ($42 billion portfolio) and is author of several books.

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markhu
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markhu

I could tell after reading the first issue that this newsletter is a “keeper.” But I waited about 6 months before posting my review here, so I could have some input on the “performance” and “consistency” ratings. So here is the deal: Since the Retirement Watch newsletter has such an emphasis on safety, it becomes the very model of consistency. As follows logically, the performance of its picks are not going to blow anyone away–there are no “multi-baggers” or any other slangy hype. In fact, the sober tone is quite refreshing. This has to be the least-hyped investment/financial newsletter I… Read more »

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Al George
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Al George

You’re obviously from Gorilla Trades. My suggestion: get off this board and STAY OFF!

Myra
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Myra

Thanks very much for your assessment, it was very helpful for me.
Al, I am NOT from Gorilla Trades so no need to get all hot under the collar.

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Tom H.
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Tom H.

I finally canceled my GorillaTrades subscription after 3 years. My results were well under 1% gain over that time period, compared with about 6% return for another (less active) newsletter that was value-oriented rather than momentum-oriented. I think that value and dividend yields are going to be the name of the game over the next few years; we may be lucky if we break even after inflation in the equity sector.

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Chuck F.
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Chuck F.

What a breath of fresh air! No b.s., just straight talk with what is important to protect yourself and your assets when going into retirement and during retirement. After establishing several Estate Trusts and paying the typical attorney fees, I read his articles on Trusts and realized that either my attorney was wrong or Retirement Watch was wrong – my attorney lost. I had my Trusts redone to ensure my heirs received what I had planned with minimal taxes. If a lifetime subscription was offered, I would be the first customer to sign up.

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An Individual Investor
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An Individual Investor

I like this newsletter – I think I learn something or am reminded to do something in every issue. I read it more for the Retirement Advice than for the investment advice. I do not follow his portfolios, but do read his commentary on the state of the market. I find his cautious optimism to be a grounding factor that tempers my husband’s reactionary swings.

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Doug
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Doug

Upselling and more upselling. I’m used to letters that provide information, not constantly try to get you to pay more for information that should be provided in the first place. How does he get away with it?

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Ronald Buchheim
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Ronald Buchheim

I rarely get any sales letters or emails from this newsletter, which I’ve subscribed to for 12 years. So I don’t understand why you’re getting them.

Mack
Guest
Mack

Retirement Watch had little more to offer than my other current subscriptions: WSJ, Bloomberg Bus Wk, Money & Kiplinger Retirement Rpt. I requested cancellation 8/28/18 and was told it would take 2-4 wks. Called 10-1-18 and told check issued 8-31-18 AND now would take 4-6 wks!!! Also totally bombarded with sales pitch emails!!! UNHAPPY!

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