This week's Roundup is arriving a day early. Tomorrow, we will post the monthly updates for SMI's DAA and Sector Rotation strategies.
Almost every financial planning decision requires judgment (Mike Piper, Oblivious Investor). The point of planning isn't to eliminate uncertainty, but to make informed decisions in light of it.
7 attributes of the millionaire next door (Ben Carlson, A Wealth of Common Sense). Guess what? "Building wealth still takes discipline, sacrifice, and hard work."
Investors pile into ETFs at record pace despite market turmoil (Wall Street Journal). And actively managed ETFs are capturing an outsized share of new assets.
Cryptocurrency may be coming to your 401(k) with rules change (Kiplinger). Under the Trump administration, the Department of Labor no longer disapproves of including crypto in company retirement plans.
As more TradFi giants flock to crypto, Vanguard stands apart (Blockworks). Vanguard remains a crypto holdout.
Why you don't lose money in bonds (if you wait long enough) (Nick Maggiulli, Of Dollars and Data). Many investors view bonds as "safe" and expect no fluctuations in value. That's not how things work.
Four changes to Medicare in the One Big Beautiful Bill Act (Kiplinger). The House-passed version of the bill allows for higher contributions to Health Savings Accounts and permits contributions to continue even after enrollment in Medicare Part A.
The Capital One/Discover deal is huge for credit cards, but what about banking? (Forbes). Bank accounts at Capital One and Discover will remain separately insured by the FDIC for six months. After that, separate insurance for the newly merged banks will go away.
What Medicare covers when you travel in the US and abroad (Kiplinger). Familiarize yourself with the rules before you hit the road or take to the skies.
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