Happy February! Here's our latest Roundup of interesting articles on investing, personal finance, and stewardship.
- Thanks for the memories: The bull market hits 10-year mark (Kiplinger). Check this one out for a nifty graphic showing all the ups and downs of the past decade, as measured by the S&P 500. (Note: This piece assumes we're still in a bull market. Perhaps we are.)
- It's tax season — 10 tax-law changes that will most affect your 2018 personal return (MarketWatch). Lower rates and larger standard deductions are only two of the changes this time around.
- What's new for Medicare in 2019? (NextAvenue). A rundown of the changes in Medicare premiums, deductibles, and coverage.
- Consolidate your retirement accounts carefully (Kiplinger). Before you make any moves, understand the rollover rules and what options are available to you.
- Walmart nation: Mapping America's biggest employers (Visual Capitalist): Did you know that Walmart is the largest private employer in 21 of the 50 states? I didn't.
And from opinion columnists and bloggers...
- Why denial might be a smart investment strategy (Mark Hulbert, MarketWatch). In times of market fear (or euphoria), take a lesson from Ulysses, who told his men to tie him to the mast so that he could resist the Sirens' songs.
- A 7-point risk drill for your portfolio (Christine Benz, Morningstar). Key questions to ask yourself about liquidity, asset allocation, and more. (Been a while since you checked your asset allocation? We've got you covered! SMI Basic members go here, Premium-level members here.)
- One shutdown lesson is that Americans need to save more (Tyler Cowen, Bloomberg). Cowen thinks the government shutdown was "flat-out stupid," but he says it nonetheless highlighted a serious national issue: most households aren't saving enough.
- Personal finance 101: How tax brackets actually work (Trent Hamm, The Simple Dollar). The tax rate for your income bracket isn't the same as the rate you actually pay.
- Visa offers new Dave Ramsey credit card with credit limit of zero (The Babylon Bee). A little humor. We can all use some of that these days.
Have a reaction to any of the articles above? Chime in below!