It's National Investing Day (a Schwab-sponsored observance). On May 1, 1975, the U.S. Securities and Exchange Commission issued a rule change that led to the rise of discount brokers and and opened the door for millions of new do-it-yourself investors. So celebrate!
Here's our latest Roundup of interesting articles on investing, personal finance, and stewardship.
An all-time bull market (Ben Carlson, A Wealth of Common Sense). Since March of 2009, the stock market is up nearly 17% per year.
Working longer isn't a foolproof retirement plan — 46% of 2025 retirees left earlier than planned, survey finds (CNBC). "Working longer is a surefire way to boost one's financial prospects in retirement, but it's not always possible."
9 no-capital-gains-tax states in 2026 ranked by cost of living: Are they really cheaper? (Kiplinger). In some cases, yes. In other cases, probably not.
Social Security benefits can be reduced for some retirees who work. How that may change (CNBC). Some members of Congress have proposed repealing the "earnings test."
Trump signs order expanding access to retirement accounts (New York Times via Seattle Times). The idea is to make it easier for employees lacking a workplace plan to start a retirement account — perhaps with a matching contribution from Uncle Sam.
How to use Trump Accounts to save for kids (Fidelity Viewpoints). Trump Accounts roll out this summer.
U.S. debt tops 100% of GDP (Wall Street Journal). Related: America now spends more on interest than defense (Visual Capitalist).
How to negotiate to lower your medical bills: These strategies can help reduce your costs (Kiplinger). Rule #1: Request an itemized bill.
Finding treasure that lasts (Rob West, FaithFi). Wealth competes for the affections and trust that must belong to God alone.
Remember the poor (The Stewardology Podcast via YouTube). A conversation with pastor and author (and SMI member!) Peter Smith about his recent book, Remember the Poor: Cultivating a Heart of Generosity.
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