Here's SMI's latest Roundup of interesting articles from around the web. We hope you find them helpful.
The week in charts (Charlie Bilello, Bilello Blog). "The sector rotation so far this year has been absolutely stunning."
10 rules for dealing with uncertainty (Ben Carlson, A Wealth of Common Sense). "I do nothing when my plan calls for [for doing nothing] because that's how you follow a plan."
AI hurtles ahead (Howard Marks, Oaktree Capital). The latest "memo" from one of the market's most astute observers. (A PDF version is here.)
How your Social Security decision impacts retirement income (Retirement Researcher). For a married couple, delaying the higher earner's claim until age 70 is a powerful survivor-protection strategy.
The average retirement withdrawal rate by age (Kiplinger). Retirees are much more willing to spend from "guaranteed" income (such as Social Security) than from investment assets.
Your investing strategy is great, so long as you don't actually trade anything (Jason Zweig, Wall Street Journal). An index's performance numbers don't reflect the real world.
BlackRock's target-date funds are about to get riskier. Here's what you need to know. (Marketwatch via Morningstar). Nudged by longer life spans and AI-informed risk models, BlackRock's target-date funds are ramping up stock exposure.
More low- and middle-income Americans are investing, report finds. Here's why. (CNBC). Since 2020, the number of low- and moderate-income investors has increased by 2.7 times.
Dirty Dozen tax scams for 2026: IRS reminds taxpayers to watch out for dangerous threats (IRS). #1: Scammers send intimidating emails and texts that appear to be from the IRS, directing taxpayers to fake IRS websites. #2: AI-enabled IRS impersonation by phone.
10 things to know about decluttering (Kiplinger). "Do your heirs a favor: Cull your possessions now."
Comments? Let us hear from you below.
