Some of the best investing and personal finance articles from around the web—a day early this week because we'll have the January issue of the SMI newsletter for you tomorrow.
What you can learn from young Warren Buffett (Wall Street Journal). Buffett’s story is fascinating, but as this article understates at the end, his approaches to investing are “not for everybody.”
7 lessons from 2024 (Charlie Bilello). “Embrace panic” and other takeaways from the past 12 months in the market.
Every asset manager’s 2025 forecasts (Behavioral Investment). “Nobody will remember anything that is being foretold now in 12 months’ time.”
Are HSA users missing out on their retirement savings potential? (Investment News). Health savings accounts are wonderfully tax-advantaged, but most users fail to take full advantage.
What’s a safe retirement spending rate for 2025? (Morningstar). Using its admittedly conservative assumptions, Morningstar recommends that retirees withdraw a smaller percentage of their portfolio in 2025 than in 2024.
10 steps to prepare your finances for retirement (The Retirement Manifesto). Good, practical ideas for those nearing retirement.
Easier for Rachel (Humble Dollar). Guys, since your wife is likely to outlive you, what could you do now to make life easier for her after you’re gone?
How (and why) to tell your generosity story (National Christian Foundation). A wonderful exercise that could have a significant impact on your children and grandchildren.
We’d love to hear your responses to any of the above. To weigh in, just meet us in the comments section.
