Here is SMI's weekly roundup of interesting articles from around the web. Grab a tall lemonade and a spot of shade, and read on!
The double-digit decades (Ben Carlson, A Wealth of Common Sense). The robust stock run-up since the Great Financial Crisis is a turn of events almost no one predicted.
S&P 500 sentiment is now touching extreme optimism (Warren Pies, 3Fourteen Research, via X). That often presages a pullback. We'll see. (More on the sentiment indicator.)
The dollar index is sliding. Is your portfolio prepared? (James K. Glassman, Kiplinger). "The dollar is sliding as the U.S. goes deeper into debt."
How the One Big Beautiful Bill Act affects tax planning (Mike Piper, Oblivious Investor). "For most people, it doesn't — at least not dramatically."
What is your marginal tax rate? (Epoch Times via Zero Hedge). A good refresher on tax brackets, marginal rates, and what you actually pay.
Social Security do-over: Claim, suspend, and restart (Fidelity Viewpoints). If you claimed early and now wish you hadn't, you can suspend your benefits for 1 to 3 years, thus boosting future benefits.
Can AI help with your finances? (Kiplinger). Yes, but...
Do what matters: A framework to invest and live better (Safal Niveshak). The framework was developed by a man who knew how to manage complexity: President Dwight D. Eisenhower.
Student loan repayments are about to look very different (New York Times via archive.today). Did you know that "only 44 percent of the nearly 35 million borrowers who should be making payments actually are"?
Humana to cut prior authorizations for Medicare Advantage plans by 2026 (Kiplinger). Humana's patient-friendly policy change is the result of pressure from the Trump administration. Other health insurers are likely to follow suit.
Comments? Let us hear from you below!