Here's the Roundup for the first Friday in October. Enjoy!
Investors need to follow the golden mean (Tony Isola, A Teachable Moment). "Investors can learn much from temperance."
The stock market isn't all about AI anymore (Wall Street Journal via Fidelity). "Broad swaths of the market...trounced the powerful tech sector in the third quarter."
Annual asset class returns (Novel Investor). An interactive version of the classic "asset quilt" graphic showing year-by-year returns of major asset classes (updated through 9/30/24).
The most insulting economic narrative (Cullen Roche, Discipline Funds). "We should be careful about dismissing people's very real frustrations with the inflation of the last four years."
Why pre-tax retirement contributions are better than Roth in peak earning years (even if tax rates increase) (Ben Henry-Moreland, Kitces.com). Food for thought in the Roth vs. non-Roth debate.
Retiring smarter (Adam Grossman, Humble Dollar). Seven insights from Christine Benz' recent book How to Retire.
Are Christians saving too little for retirement? (Chris Cagle, Retirement Stewardship). "On the one hand, we can be tempted to save more than we need.... On the other hand, [many] Christians may save too little."
You have homeowners insurance. Is it enough to rebuild your house? (Wall Street Journal). "While most policies include replacement-cost coverage for personal property, that may not apply to the dwelling itself."
Ranked: The debt burden of major economies (Visual Capitalist). Governments "are showing little initiative to address their escalating debt levels."
Charles Schwab names president Rick Wurster as next CEO (Wall Street Journal). Wurster, who takes over on Jan. 1, says his priority will be keeping existing customers happy.
How to help victims of Hurricane Helene (National Christian Foundation). A list of organizations, both large and small, providing relief in the Carolinas, Tennessee, Georgia, and Florida.
Comments? Let us hear from you below.
