Here is SMI's latest Money Roundup, with interesting articles gathered from around the web.
A full bull? (Callie Cox, OptimistiCallie). Long-lagging small caps and value-oriented companies have been posting eye-opening returns so far this year.
When size falls short (Jonathan Petersen, Novel Investor). Historically, outperformance by the biggest stocks is the exception, not the rule.
The great rate reset (Axios). Despite a relatively steady inflation outlook, Treasury yields continue to surge.
A mid-year money checkup can help fine-tune your finances (Luke Delorme, Center for Retirement Research). Now is a good time to check your tax planning and (perhaps) tweak your money management system.
How much will you spend in retirement? (Fidelity Viewpoints). At least initially, assume your yearly spending will equal roughly 80% of your annual income before retirement.
Retire to something, not away from something (Derek Hagen, MeaningfulMoney). Retirement doesn't just remove a job. It removes a lot of infrastructure from your life.
New study reveals how much tax you'll pay over your lifetime (Kiplinger). Are you sitting down?
AARP to Congress: 'We strongly object to fast-tracking Social Security changes' (CNBC). The battle over Social Security's future is in the early stages of heating up.
10 small ways to be generous this summer (Art Rainer). Ideas for living generously.
Have a comment? Join the discussion below!
