The SMI team reads many articles each week, looking for pieces we think would interest our members. Here's our latest Roundup.
Should you save more to retire earlier? (Nick Maggiulli, Of Dollars and Data). The answer depends — to a large degree — on how much you're saving already.
What's the best-performing asset type during a recession? (Christine Benz, Morningstar). Why bonds tend to shine during economic downturns.
The case for international diversification (Ben Carlson, A Wealth of Common Sense). It may seem like U.S. stocks always outperform, but that's not so.
What are the best times for ETF investors to trade? (Tommi Johnsen, Alpha Architect). Research suggests two particular times to avoid.
What would your investing obituary say? (Justin Carbonneau, Validea). "Envision the legacy you want to leave, and then strive to live up to it."
Free to be (Jonathan Clements, Humble Dollar). The two pillars of financial freedom are peace of mind and time to do what you enjoy.
Will you pay higher taxes in retirement? (Joe Schmitz Jr., Kiplinger). The author, a financial planner, warns about the combined impact of taxable Social Security benefits and taxable Required Minimum Distributions.
Social Security's financial outlook: The 2023 update in perspective (Center for Retirement Research). "A strong rationale exists for shifting a portion of Social Security financing to general revenues. This is not a free lunch — income tax rates would have to increase."
Your child picked a college! Tee up your 529 Plan (Wall Street Journal). "There are details to know and traps to avoid."
Do generosity and stewardship mean the same thing? (Leo Sabo, Christian Stewardship Network). Sometimes the terms are used interchangeably. They shouldn't be.
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