Some of the best investing and personal finance articles from around the web.
What seven decades of yield-curve history tells us about the business cycle and the stock market, strategist says (MarketWatch). Reasons for caution. See also, U.S. Treasurys have done something that hasn’t happened in 250 years — until now (MarketWatch).
The place of Social Security in your retirement portfolio (AARP). Why one advisor recommends not treating Social Security like a bond. See also, Should Social Security Impact Your Asset Allocation?
The measure of our age: navigating care, safety, money and meaning later in life (Next Big Idea Club). “We’ve achieved an astonishing victory in extending our lives, but we focus far more attention on adding years than on assuring that the years we’ve gained can be well-lived.”
Do major projects and investment decisions go wrong for the same reasons? (Behavioral Investment). They have much in common, such as the need for diligent planning — and to avoid the pressure to speed up the planning process.
Medicare’s website is changing. Check it out before open enrollment starts Oct. 15 (MarketWatch). It’s supposed to simplify the decision-making process. If you’re a Medicare user, let us know if it delivers.
The bond bear market and asset allocation (A Wealth of Common Sense). “The bond bear market is a good reminder that diversification within asset classes can help weather the inevitable storms in the various economic and market cycles.”
Dying at home (Humble Dollar). For those with aging parents… I know from experience that hospice can be a wonderful resource, but get them involved sooner than later and understand what your role will be.
My mom had a trust, so why do we still need probate to settle her estate? (MarketWatch). A trust can be very helpful. Just make sure the assets that are supposed to be in the trust actually end up in the trust.
Raising generous kids through a lifestyle of generosity (National Christian Foundation). “We taught the whole give-some, save-some, spend-the-rest thing, but I think the more important lessons were in how we lived.”
We’d love to hear your responses to any of the above. To weigh in, just meet us in the comments section.
