Some of the best investing and personal finance articles from around the web — a day early this week since we'll have strategy updates for Dynamic Asset Allocation and Sector Rotation tomorrow.
2023: The big picture (The Big Picture). A great visual depiction of long-term asset growth.
What is the safe withdrawal rate in retirement? (Of Dollars and Data). I know, we link to and write lots of articles on this topic. But it’s important, so it’s worth the time to understand what approach to take. See also, Predictably wrong (Humble Dollar).
What’s changing for retirement in 2024? (Morningstar). Which of these will — or should — impact your plans for the new year? For example, should you implement this change, even though it won’t become law for another couple of years?
Check your Social Security right now (Random Rogers Portfolio & Retirement Lab). The SSA’s website has made some improvements — really! See also, Social Security’s high earners will get almost $5,000 a month in 2024. Here’s how they got there. (CBS Money Watch).
Sharing the excess (Humble Dollar). On the benefits of giving via QCDs.
Generous giving: 40 questions to ask God (Eternal Perspective Ministries). Great content for a daily devotional.
How to tithe in retirement (FaithFi). There are a variety of opinions on this, but it’s an important topic to resolve prayerfully before retirement. See also, Grappling with gray areas in your retirement.
Respect each others’ delusions (Collaborative Fund). The behavioral side of investing is where the action is, so it’s a profitable exercise to understand the many not-so-helpful factors that influence our decisions.
We’d love to hear your responses to any of the above. To weigh in, just meet us in the comments section.
