Before heading out the door for the Christmas weekend, we’ve rounded up our latest collection of interesting articles on investing, personal finance, and stewardship.
Merry Christmas!
The machine (Josh Brown, The Reformed Broker). You have a tremendous advantage over professional investors: You can ignore the markets.
Forget value vs. growth — size drove returns in 2021 (Morningstar). This change in dynamic is one reason SMI’s Upgrading strategy was overhauled a year ago.
When the market is already worried about it (Sam Ro, TKer). If certain challenges are expected, they probably are already "priced in."
What money habits should Americans change in 2022? Top advisors weigh in. (Barron’s). Some nuggets here, including: "If you’re looking to create wealth, you have to start with the ’b’ word: budget" — and "[Panic selling of investments] can undo years worth of work and savings."
What’s holding back employment in the recovery from the COVID-19 pandemic? (Cleveland Fed). "Help wanted" signs are everywhere. Last week, I talked with a local business owner who has lost 17 workers in 2020/2021, and he can’t find new ones.
The White House will freeze federal student loan repayments until May 1 (New York Times). This is the latest in a line of extensions going all the way back to March 2020.
You may have just a short time left to spend the money in your health flexible spending account (CNBC). Under loosened rules for 2020 and 2021, some employers allotted more time for workers to spend unused funds. Many employers didn’t.
What’s your retirement number? (Kiplinger). It helps to have a target in mind.
The stewardship of Christmas (Chris Cagle, Retirement Stewardship). "Christmas should cause us to think beyond the incarnation and to meditate on God’s plan for all of history."
Paul Harvey: The Story of the Man and the Birds (Notable Speeches podcast). Mr. Harvey’s retelling of this modern-day parable was a Christmastime favorite for decades.
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