Money Roundup: Calm Markets Don’t Make Great Investors, Your Financial Story, and More

Aug 11, 2023
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Some of the best investing and personal finance articles from around the web.

What makes a great investor? (Creative Planning). As Wilbur Wright said, “No bird soars in a calm.”

Some consumer tailwinds fade, new ones emerge (Sam Ro). Never count the American consumer out.

401(k) catch-up questions leave high earners in limbo (Financial Planning — free registration may be required). Catch-up contributions are supposed to become Roth-only next year. Maybe.

IRS delays new payout rules for inherited retirement accounts again (Wall Street Journal). The stretch IRA was supposed to have disappeared, but did it?

How to make financial news work for you (Morningstar). The best ways to take in financial news is to limit your sources and use a strong filter.

4 reasons Americans are unprepared for retirement (Financial Planning). One of the best ways to make decisions—financial and otherwise—is to learn from other people’s mistakes.

Social Security: the most important retirement plan ever created (A Wealth of Common Sense). For millions, it has made retirement possible. And it has led to an important question: what will you do in your retirement? We’ll have more to say on that in the September issue of the SMI newsletter.

What’s your story? (Humble Dollar). I love this idea. There are so many benefits—from learning from past mistakes to passing invaluable lessons on to the next generation.

We’d love to hear your responses to any of the above. To weigh in, just meet us in the comments section. 

Written by

Matt Bell

Matt Bell

Matt Bell is Sound Mind Investing's Managing Editor. He is the author of five biblical money management books and the teacher or co-teacher on three video-based small group resources.

His book, Trusted: Preparing Your Kids for a Lifetime of God-Honoring Money Management, was published by Focus on the Family in 2023. His newest book, Starting Strong: Discovering the Good That Money Can Do in Your Marriage, will be published by Focus on the Family in the spring of 2026. Matt has spoken at churches, universities, and conferences throughout the country and has been quoted in USA TODAY, U.S. News & World Report, and many other media outlets.

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