Happy day-after-Thanksgiving! Here is SMI’s latest roundup of interesting articles on investing, personal finance, and stewardship.
This will not last (Nick Maggiulli, Of Dollars And Data). Elevated price-to-sales ratios are one more marker pointing to (seemingly) overvalued assets.
The stock picker’s bear market (Charlie Bilello, Compound Advisors blog). Should you hold a concentrated position in a single company’s stock? Only if you have nerves of steel.
Trimming your stocks without triggering the IRS (Jason Zweig, The Wall Street Journal). Reducing your risk "without triggering a tax headache or knocking your investment plan off course."
Lower taxes on Required Minimum Distributions (Kiplinger). An overview of strategies for trimming RMD taxes.
U.S. inflation: Which categories have been hit the hardest? (Visual Capitalist). Topping the list: Energy-related commodities (which, of course, affects nearly everything else).
How inflation is driving the stock market (Ben Carlson, A Wealth of Common Sense). "A lot of people were concerned about the impact of rising interest rates on growth stocks but maybe it was inflation that was the bigger risk."
Medicare enrollment blitz doesn’t include options to move Into Medigap (Kaiser Health Network). Those who opt for traditional Medicare (instead of Medicare Advantage) have another choice to make: Whether to get a Medigap plan — and, if so, which one?
There’s more to retirement stewardship than getting the numbers right (Chris Cagle, Retirement Stewardship). Most pre-retirees fail to invest enough time in planning the "non-financials" of retirement.
Your comments are welcome!
