It's the merry month of May! Here is our latest Roundup of articles on investing, personal finance, and stewardship.
The U.S. Dollar vs. your portfolio (Ben Carlson, A Wealth of Common Sense). When the dollar is weak, you can expect international stocks to outperform U.S. equities.
4 key decisions for early retirement (Christine Benz, Morningstar). "Will your money last?" isn't the only question to consider.
Vanguard is 50! Here's how it has made investing better (Kiplinger). This article may be of particular interest to SMI's Just-the-Basics investors, but Vanguard has had a positive impact across the industry.
Morgan Stanley to offer crypto trading to E-Trade customers (Financial Advisor). E-Trade is expected to unveil cryptocurrency trading in 2026. Schwab is hoping to offer such trading starting later this year.
Target-date funds have delivered (Morningstar). Nearly 40 target-date funds now have 15-year track records — and they have performed better than Morningstar predicted.
Treasury Department announces new Series I bond rate of 3.98% for the next six months (CNBC). The new rate is higher than the previous rate.
Give now, not later (Nick Maggiulli, Of Dollars and Data). The age range at which one is most likely to get an inheritance is 56-65. But by transferring wealth earlier, you could give your children the opportunity to build fuller lives.
Why repaying federal student loans is a fiscal — and moral — imperative (Alex Chediak, The Stream). Only 38% of borrowers are up to date in repaying their student loans.
Should you give up a car in retirement? (Kiplinger). My wife and I decided to have only one car when we became empty nesters. The inconvenience has been minimal and the cost savings substantial.
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