Here is SMI's weekly Roundup of recent reads on investing, personal finance, and stewardship (plus a little bit of public policy info).
We hope you find these articles helpful.
Continue Reading
Historically, retirees have sought the safety of bonds for much of their retirement savings. But with bonds yielding so little — a situation likely to continue — what's a retiree (or near-retiree) to do?
SMI's executive
Continue Reading
A "tax threshold" is a point at which a taxpayer crosses from one level of taxation to another.
Something similar happens with Medicare. Above a certain level of income, the premiums charged for Medicare Part B go up.
Continue Reading
A number of years ago, Dilbert cartoon strip creator Scott Adams penned a Wall Street Journal article that sparked some debate about the value of goal-setting. He didn’t pull any punches, telling readers, “Goals are for
Continue Reading
Here's our Roundup for an early autumn weekend. We hope you find these articles interesting and helpful.
Continue Reading
As detailed in our October issue, money-market mutual funds have fallen on hard times. That's a shame.
Here's a quick primer on money funds from The Sound Mind Investing Handbook:
[You can lend your money to] "big time"
Continue Reading
Money-market funds aren’t what they used to be. Not that long ago, they were paying about 2.5%. I should know. Because of that great rate, and in the interest of simplifying our household’s financial life, in the spring of
Continue Reading
Money-market funds are no longer attractive alternatives for your savings. And they're not likely to be good options again any time soon.
Continue Reading
Even if you’re happy with your current coverage, take a second look. You might get better coverage for less money.
Continue Reading
Excerpts from some of what the SMI team has been reading lately.
Continue Reading
