The good ol' summertime is waning fast. Enjoy it while you can! Grab a cool drink, find a shady spot, and relax with our latest Roundup.
- How overvalued is the stock market right now? (Ben Carlson, A Wealth of Common Sense). The answer to this question isn't as straightforward as you might think.
- What is direct indexing? (Karen Wallace, Morningstar). A helpful explainer re: an investing idea that's gaining traction.
- JP Morgan to convert 4 mutual funds (ETF.com). Traditional-fund-to-ETF conversions are still rare, but you can expect to see more of this kind of thing.
- This is a terrible time for savers (New York Times – article access may require free registration). After accounting for inflation, what you can earn on your savings is the lowest it's been in modern times.
- 59% believe increased government spending leads to inflation (Scott Rasmussen). This could have implications for the 2022 elections.
- Any chance the Treasury will raise the I Bond's fixed rate in November? (David Enna, TIPSwatch). Don't hold your breath.
- COVID brought boom year for ministry that helps people leave money to ministries (MinistryWatch). "A growing number of high-capacity donors are using philanthropy consultants."
- An action plan for long-term care (Christine Benz, Morningstar). We can't know the future, so "it's wise to create a long-term-care plan as part of your total retirement plan."
- Minimizing regret in retirement (Chris Cagle, Retirement Stewardship). Financial regrets are among the most common regrets older people have.
- Will that college degree pay off? (New York Times – article access may require free registration). A new report measures "return on investment" by analyzing data collected by the U.S. Department of Education.
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