Individual Author Record
Name: Charles CarlsonPen Name: None Genre: Non-Fiction Other Born: Sites:
Illinois ConnectionThe author holds an undergraduate degree in Journalism from Northwestern University and an MBA from the University of Chicago.
Biographical and Professional InformationCharles B. Carlson is the author of two investment newsletters reaching some 300,000 subscribers. He is also co-portfolio manager for the Strong Dow 30 value no-load mutual fund. A chartered financial analyst (CFA) and MBA from the University of Chicago, he is the author of Buying Stocks Without a Broker and No-Load Stocks, as well as The Individual Investor Revolution and Chuck Carlson's 60-Second Investor. Carlson's comments appear regularly in top business newspapers and magazines across the country including Forbes, The Wall Street Journal, The New York Times, USA Today Newsweek, US News & World Report, The Washington Post, Money, Business Week, Barron's and Kiplinger's Personal Finance. He also appears frequently on television and radio shows, including CNBC, CNN, NBC's Today Show, and Business Radio Network. Carlson now lives in Valparaiso, Indiana.
- The Little Book of Big Dividends: A Safe Formula for Guaranteed Returns, Wiley, 2010
- Eight Steps to Seven Figures, Broadway Business, 2001
- The Smart Investors Survival Guide:..., Currency/Doubleday, 2003
- The Individual Investor Revolution:..., McGraw-Hill, 2000
- Chuck Carlson's 60-second Investor..., McGraw-Hill, 1997
- No Load Stocks: How to Buy Your First Share and Every Share Directly from the Company, McGraw-Hill, 1997
- Winning With the Dow's Losers:..., Harper Business, 2003
- Buying Stocks Without A Broker, McGraw Hill, 1997
Titles At Your Library
The Little Book of Big Dividends: A Safe Formula for Guaranteed Returns
ISBN: 0470567996 Wiley. 2010
Everyone needs to invest, but where do you invest during bear markets?
The massive stock declines over the past year have eroded savings, but this doesn't mean you should stuff your money under a mattress. It needs to be put to work getting some return so that it will grow.
Smart investors will turn to high dividend paying stocks to get a stable and growing stream of income. Dividend investing-that provides an income beyond any gain in the share price-may be the investor's best weapon. Dividends are safe, largely reliable, and maybe at the their cheapest levels in many years. While the best paying dividend stocks of recent years, such as financials, took a huge beating in 2008, opportunities will abound in 2010 and beyond-if you know where to look.
In The Little Book of Big Dividends, dividend stock expert Chuck Carlson presents an action plan for dividend-hungry investors. You'll learn about the pitfalls, how to find the opportunities, and will learn how to construct a portfolio that generates big, safe dividends easily through the BSD (Big, Safe Dividends) formula. If you're a bit adventurous, Carlson has you covered, and will teach you how to find big, safe dividends in foreign stocks, preferred stocks, ETFs, real estate investment trusts, and more.
It doesn't get any easier than this, and in these turbulent times, you can't afford to ignore the power of dividends. Read The Little Book of Big Dividends and gain a better perspective of how you can protect yourself for the future.
Eight Steps to Seven Figures: The Investment Strategies of Everyday Millionaires and How You Can Become Wealthy Too
ISBN: 0385497326 Broadway Business. 2001 In the tradition of the megabestseller The Millionaire Next Door, Eight Steps to Seven Figures brings together in-depth interviews with over two hundred everyday people whose investments have made them millionaires. But while The Millionaire Next Door describes its subjects' lifestyles and spending habits, Eight Steps to Seven Figures focuses squarely on the investing strategies and principles that ordinary people have used to achieve the magic million-dollar mark.
Bestselling author and chartered financial analyst (CFA) Charles Carlson reveals the keys used by the newly wealthy to reap extraordinary dividends, including a discussion of the specific stocks, bonds, and other financial vehicles they choose as part of their investment mix. In the course of the book, readers learn how to determine how much time they need to spend researching and watching over their portfolios, when to buy, and equally important, when to sell. From hundreds of accounts of those Carlson calls "Main Street millionaires," he distills eight specific investment rules anyone can follow to become financially worry-free. Among the lessons he outlines and elaborates on:
"Buy and Hold and Buy and Hold and Buy and Hold"--Harness the power of time in growing your portfolio and compounding your investment returns.
"Know Where You Are Going"--Determine your investment time frame, financial goals, and risk "comfort" level to put together a successful wealth-building strategy.
"Play to Your Strengths"--Everyone has different personality strengths, investment advantages, and specialized knowledge that they bring to the table recognize and exploit them in achieving your financial goals.
One of the best things about Carlson's book is that it recognizes and allows for readers who may not have the resources to follow all eight rules. It offers reassurance and hope that there is more than one way to achieve the seven-figure pinnacle. Even people who started investing later in life, and can't fully harness the power of time, can find here the guidance they need to become wealthy.
Filled with the insights and investment advice that hundreds of everyday people have followed to become rich, and buttressed with countless you-are-there stories of how these millionaires did it, Eight Steps to Seven Figures is an absolute must for today's investors.
Bestselling author and chartered financial analyst (CFA) Charles Carlson reveals the keys used by the newly wealthy to reap extraordinary dividends, including a discussion of the specific stocks, bonds, and other financial vehicles they chose as part of their investment mix. In the course of the book, readers learn how much time they need to spend researching and watching over their portfolios, when to buy, and equally important, when to sell. From hundreds of accounts of those Carlson calls "Main Street millionaires," he distills eight specific investment rules anyone can follow to become financially worry-free.
One of the best things about Carlson's book is that it recognizes and allows for readers who may not have the resources to follow all eight rules. It offers reassurance and hope that there is more than one way to achieve the seven-figure pinnacle. Even people who started investing later in life and can't fully harness the power of time still can find the guidance they need to become wealthy.
Filled with the insights and investment advice that hundreds of everyday people have followed to become rich, and buttressed with countless you-are-there stories of how these millionaires did it, EIGHT STEPS TO SEVEN FIGURES is an absolute must for today's investors.-->
The Smart Investor's Survival Guide: The Nine Laws of Successful Investing in a Volatile Market
ISBN: 0385504020 Currency/ Doubleday. 2003 For today’s shell-shocked individual investors, financial expert Charles B. Carlson offers hands-on advice on how to survive — and thrive — in a wildly fluctuating market.
The economic recession of the past year, followed by the tragedy of September 11, sent a ripple of panic through investors in 2001. The market shed trillions of dollars in wealth, and hundreds of thousands of individual investors suffered substantial financial losses. The volatility we experienced last year was more than a fluke, argues investment expert Charles B. Carlson. With the ongoing changes in the economy, including changes in corporate reporting laws, instant availability of financial information, and the ability to buy and sell stocks with the touch of a keystroke, volatility is here to stay.
But volatility isn’t necessarily a bad thing. In fact, Carlson argues, if you know how to weather today stormy markets, investing in them can be very profitable.
In The Smart Investor’s Survival Guide, Carlson shows investors how to make volatility work to their advantage. First, he argues, it is critical that investors match their investment style — growth, value, buy and hold — to the kinds of stocks they pick. For long-term investors, Carlson recommends that a portion of their portfolio be invested in what he calls the calm eye of the storm, “easy hold” stocks that have consistent, steady growth, and very low volatility. Even in the terrible market downturn of 2000, when the Nasdaq lost 39 percent of its value and stocks like Lucent and Cisco saw their share price drop by 80 percent or more, a number of investment sectors actually gained in value. The Dow Jones index, minus its technology stocks, broke even. In other words, even in the worst markets, not every stock or sector goes down.
Through what he calls the nine essential laws of successful investing in a volatile market, Carlson reveals:
• How to diversify the portfolios across stock sectors and investment vehicles
• The critical importance of matching one’s investment style — value, growth, buy and hold — to the kinds of stocks one invests in
• The importance of “easy hold” — no-brainer stocks — in a portfolio, stocks that will grow 10 to12 percent a year with minimal
Written by one of the most trusted names in the financial community, The Smart Investor’s Survival Guide shows investors how to master today’s turbulent markets, and profit from them.
From the Hardcover edition.
The Individual Investor Revolution: Seize Your New Powers of Investing & Make More Money in the Market
ISBN: 0071357858 McGraw-Hill. 2000 This new paperback edition has been expanded to include new information about online trading and electronic day trading. Whether readers are seasoned individual investors or total rookies. Carlson provides the know-how and battle plan needed to research, build, and grow your own portfolio of mutual funds and stocks.
Winning with the Dow's Losers: Beat the Market with Underdog Stocks
ISBN: 006057657X HarperBusiness. 2003
In the course of his research, bestselling author and market expert Charles B. Carlson noticed a surprising trend in the 30 stocks that make up the Dow Jones Industrial Average -- the worst-performing stocks in one year turned out to be among the best-performing stocks the following year.For example, the worst performer in the Dow in 1999 was Philip Morris, declining 57 percent during the year. In 2000, however, Philip Morris was the best-performing Dow stock, rising 91 percent and far outpacing the Dow's negative 6-percent return. Something similar happened with AT&T, which hit bottom in 2000 and bounced back in 2001. And Eastman Kodak, which was among the 10 worst performers in the Dow in 2001, was the best-performing Dow stock in 2002, gaining 26 percent versus a 15-percent loss in the Dow the year before.
These simple observations, now backed by extensive research, have become the basis of a new and startlingly effective method of stock investing that is the subject of this book. Carlson's "worst-to-first" strategy yields amazing results again and again. In fact, if you simply invested in the worst-performing Dow stock each year beginning with $1,000 in 1983, your nest egg would have grown to an astounding $68,000 by the end of 2002. In contrast, an investment in the Dow Jones Industrial Average would have netted only $14,000.
In Winning with the Dow's Losers, Carlson shows how an investor, with any size portfolio or any level of investment knowledge, can employ this simple, sound, and time-tested strategy to generate impressive wealth over the long term.
Stock market fads come and go. Investors who chase them usually enrich their stockbrokers and not themselves. Not any longer. Now, with the help of Winning with the Dow's Losers, you can pick winning stocks year after year.
Buying Stocks Without a Broker
ISBN: 0070115001 Mcgraw-hill Inc. 1997 Whenever investors trade stocks, brokerage fees eat up a sizeable portion of their investment. DRIPs (dividend reinvestment plans), however, offer a safe, proven alternative investors can use to avoid those steep fees and still build a winning portfolio. Sponsored by Dow Theory Forecasts, a well-known and highly respected investment newsletter, Buying Stocks Without a Broker is the most comprehensive guide available for investing through DRIPs. It fully explains what DRIPs, are, details the types of plans available, and discusses how these plans may be used by every investor to build a profitable portfolio. It shows how to enroll in company programs, discusses tax implications, and demystifies the optional cash payment programs permitted under most DRIPs-programs that allow investors to purchase high-priced, blue-chip stocks for as little as $10 at a time.