Here's our latest Roundup of recent articles in investing, personal finance, and stewardship. We hope you find them helpful.
Small-cap stocks shine in market reversal (Wall Street Journal). "Historically, small-cap stocks have led in market recoveries but also sold off faster during recessionary periods."
A short history of interest rate cycles (Ben Carlson, A Wealth of Common Sense). The pros and cons of long-term vs. short-term bonds.
Vanguard's CEO bucks the ESG orthodoxy (Terrence Keeley, Wall Street Journal). An op-ed piece about an increasingly controversial topic: asset managers making investment choices based (in part) on social goals.
'Only the wealthy get any kind of benefit from giving financially to nonprofits': Bipartisan bill aims to help more Americans write off charitable donations (MarketWatch via Morningstar). A comeback for the charitable-giving deduction?
WSJ Tax Guide 2023 (Wall Street Journal). "Up-to-date information on scores of provisions."
Pay your taxes by debit or credit card or digital wallet (IRS). You'll have to pay a processing fee. Click the link to find the lowest-cost option.
No need to guess (Adam M. Grossman, Humble Dollar). Many financial decisions require making projections. Others don't.
Annuities: 10 things you should know (Kiplinger). "Contracts can be complicated, and changing your mind after signing up can be costly. And sometimes impossible."
6 tips to help minimize estate taxes (Fidelity Viewpoints). Rising property values and likely changes in tax law could snare some people who expect to be exempt from estate taxes.
Your finances need an order of operations (Chad Clark, FaithFi). Saving, paying off debt, investing, and even giving are all "downstream" outcomes of things we need to do first.
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