Ah, springtime! We hope the weather is pleasant where you are — and we hope you'll benefit from the articles in this week's Roundup. Enjoy!
The melt-up (Ben Carlson, A Wealth of Common Sense). The bull market marches on — with gusto.
Why it's so hard to spot a stock-market bubble (Jason Zweig, Wall Street Journal). The real danger of bubble-spotting is believing you can do it.
Why I sometimes tell myself average returns are a mirage (Sam Ro, TKer). Investing would be easier if you could bank on 10% every year. "Unfortunately, it doesn't work that way."
Vanguard to update names of U.S. equity index funds tracking Morningstar indexes (news release). SMI recently adopted a new benchmark for overall U.S. stock market performance (VSTSX). In July, that fund will be renamed.
You just retired (or are about to). Now what? (Christine Benz, Morningstar). Be strategic.
How to use the work-to-fun ratio (Tony Isola, A Teachable Moment). When planning for retirement, it's important to realistically consider "healthy life expectancy," not just "life expectancy."
Age in place or downsize? Consider these five factors. (Barron's). "What makes sense in your 60s may not work when you are 80."
Dying with a health savings account can leave a tax bomb for heirs (CNBC). A non-spouse who inherits a large HSA could get pushed into a high bracket.
Grey Matter Research's Ron Sellers on Evangelical giving declines (MinistryWatch Podcast). Host Warren Smith talks with Sellers about the recent report, "The Generosity Landscape: How Evangelicals Give."
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