Here’s our heading-into-St.-Patrick’s-Day collection of interesting reads on investing and other financial topics. Enjoy!
How to take advantage of the new tax bracket sweet spots (Kiplinger). Making the most of the new tax code.
Five ways to avoid becoming a failed retiree (Market Watch). Retirement planning usually means making financial preparations. But there’s a lot more to it than that.
Fiduciary rule, RIP? Fate looks dim after court overturns regulation (Financial Planning). An unexpected development in the battle over financial industry regulation.
Teachers and annuities: A questionable match and hard products to shed (NY Times). "The people who do some of the most good in the world (and often get paid the least for it) end up in high-cost plans with second-rate investment choices."
Questions to ask before going into business with your spouse (Chicago Tribune). It could be a match made in heaven or a nightmare in the making.
And from the pundits and bloggers…
Stay on script (Nick Maggiulli, Of Dollars and Data). Why it’s so hard to stick to your investment plan.
Some perspective on investing advice (Ben Carlson, A Wealth of Common Sense). The true test of any investing advice is whether an actual person can implement the advice and live with the consequences.
Expectations vs. forecasts (Morgan Housel, Collaborative Fund). The difference between, "I expect one or two recessions per decade," and "I expect a recession in the second half of 2018" is 10 miles wide.
What real returns should bond investors expect? (Charlie Bilello, Pension Partners). Bond investors need to keep their expectations in check.
Graying of America will put pressure on Social Security reform (Mary Beth Franklin, Investment News). By 2030, all baby boomers will be older than 65, meaning one in every five U.S. residents will be retirement age.
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