We are posting the June issue of the SMI newsletter tomorrow, so we’re rolling out the weekly Roundup a day early.
We hope you find these articles to be interesting and helpful.
Every bear market is different (Charlie Bilello, Compound Advisors). Some bears are short and shallow. Some are long and deep. Some are like a steady drip.
The worst years ever in the stock market (Ben Carlson, A Wealth of Common Sense). "The worst years have occurred during market crashes, war or economic upheaval. This year has a little of each category."
Endless uncertainty (Morgan Housel, Collaborative Blog). Yes, these are uncertain times. But times have always been uncertain.
The best places to park your short-term investments (Christine Benz, Morningstar). Take into account three considerations: yield, guarantees, and liquidity.
Here’s the best way to use a health savings account, which offers a triple-tax advantage (CNBC). The vast majority of HSA holders aren’t investing their savings. Instead, they are using an HSA like a bank account.
A big retroactive check from Social Security comes with a big catch (Wall Street Journal via Fidelity). If you’re beyond "full retirement age" when you apply, you can backdate your SS application and get a larger initial payout. But be aware of the downside.
9 things you’ll regret keeping in a safe deposit box (Kiplinger). You don’t want your heirs or caregiver unable to access key documents.
The average age of vehicles on U.S. roadways hits a record 12.2 years (Wall Street Journal). Driving an older car? You have a lot of company.
The high stakes of stewardship (our own Austin Pryor via Christian Stewardship Network). Your financial decisions have the potential for life-changing blessings and eternal impact.
5 ways business leaders can become more generous (Matt Farmer, National Christian Foundation via MoneyWise). "Every customer, stakeholder, and individual who encounters the company will either experience what God’s generosity looks like here on earth – or they won’t."
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