Some of the best investing and personal finance articles from around the web — a day early this week because we'll have Dynamic Asset Allocation and Sector Rotation updates for you tomorrow.
A CPA’s perspective on minimizing the financial risk of cognitive decline (Oblivious Investor). The risks of financial fraud and mismanagement go up as you age. Here are some protections to put in place.
How retirees can determine a safe withdrawal rate in 2025 (Morningstar). How much can you take from your portfolio in retirement? It’s a simple-sounding question with a not-so-simple answer.
Federal Reserve holds interest rates steady as inflation remains above 2% (CBS Money Watch). Powell and company taking a wait-and-see approach to President Trump’s economic policies. See also, Trump lashes out at a favorite nemesis: The Federal Reserve (Wall Street Journal).
Right here, right now (Behavioral Investment). What seems so important as an investor right now probably won’t seem so important later.
Margin of too much safety (A Wealth of Common Sense). Designing a portfolio that accurately reflects our risk tolerance isn’t easy.
What’s new this tax season that can save you money (Wall Street Journal). Before you file, make sure you’re up on the latest tax law changes.
Planning to retire at 65? Most Americans stop working years earlier — and not because they want to (CBS News Money Watch). Health issues are the primary threat to your plan for a long career.
How to stop ageism from tanking your retirement (Kiplinger). What to do about another very real and growing threat.
We’d love to hear your responses to any of the above. To weigh in, just meet us in the comments section.