Some of the best investing and personal finance articles from around the web — a day early this week because we’ll have DAA and Sector Rotation updates for you tomorrow.
The 11th commandment (Generous Giving). A grace-filled article that challenges a widely- and strongly-held belief about wealth management.
Preventing double grief: a relocation guardrail for widowed clients (Advisor Perspectives). Reasons not to move too soon after the loss of your spouse.
Don’t wait until you die to give your kids their inheritance (The Federalist). “A blessing delayed is often a blessing lost.” See also, Will you leave too much behind?
Rick Wurster muddled a metaphor to reassure analysts that Schwab is wise to Robinhood's new game… (RIABiz). Schwab, and perhaps other stalwart brokerage firms, are struggling to find their footing in today’s rapidly changing environment that’s blurring the lines between investing and gambling.
The pyramid of S&P 500 returns: 152 years of market performance (Visual Capitalist). There’s no predicting what the markets will do next. Still, it’s helpful to know a little market history.
A simple annual financial review template (The Finance Buff). There’s a lot that can be learned from an annual year-in-review analysis.
The 6-figure care decision: Evaluating continuing care retirement communities (CCRCs) and other later-life housing strategies (Kitces). Some ways to think about a very important (and complex!) decision.
Roth conversion analysis: Break-even tax rate (Oblivious Investor). Speaking of complex decisions, here are some helpful ways to figure out whether a Roth conversion makes sense.
How one hospital visit overseas could wreck your finances (Kiplinger). The wisdom of buying travel insurance before heading overseas.
We’d love to hear your responses to any of the above. To weigh in, just meet us in the comments section.
