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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