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.
- Investors need to become more comfortable with volatility in their portfolios (Ben Carlson, A Wealth of Common Sense). This piece echoes Mark's recent post, Forced Further Out on the Risk Curve.
- You may be able to nearly triple your return with U.S. Treasurys (Mark Hulbert, MarketWatch). Interesting information here, but getting the potentially higher return will require a great deal of patience.
- 12 tax changes Joe Biden wants to make (Sean Williams, The Motley Fool). Among those most likely to hit SMI readers directly: limiting itemized deductions and doing away with the stepped-up basis for assets or property transferred to an heir upon death. (The Tax Foundation has a deeper dive.)
- Election 2020: What it could mean for investors (Fidelity Viewpoints). A dispassionate summary of what might happen under various election-outcome scenarios.
- COVID-19 vaccine should be ready for most vulnerable late this year, for everyone by spring, HHS Secretary Alex Azar says (USA Today). Encouraging news.
- Cognitive decline meets COVID-19 scams (Squared Away Blog). Some scammers are telling older people they can reserve a slot for a future coronavirus vaccine — for a fee, of course. Grrr.
- Medicare open enrollment has arrived. Here are tips for navigating the maze (CNBC). At the very least, be sure to check your "notice of changes" if you have a Medicare Advantage plan or stand-alone Part D (i.e., prescription) coverage.
- Know what you're getting — and giving up — with an annuity income rider (Kiplinger). There's never an investment decision without tradeoffs.
- Make your first home your last: The case for not moving up (The New York Times). This approach won't work for everyone. Still, it's worth keeping in mind (as the article notes) that trading up often requires a reduction in retirement savings or other important expenditures.
- What is biblical stewardship? (Christian Stewardship Network). It's much broader than you may think.
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