Some of the best investing and personal finance articles from around the web.
“A mild recession” (The Reformed Broker). The narrative might change, but “remember that all bear markets have one thing in common: They end.”
No excuses — plan now for a recession (Research Affiliates). “None of the post-war expansions died of natural causes, they were all murdered by the Fed.”
Bond market is flashing a recession warning — again (Morningstar). The bond market’s version of “Red sky in morning…”
How well do retirees assess the risks they face in retirement? (PDF) (Center for Retirement Research). Five major risks to consider.
Sell slowly (Of Dollars and Data). For those in the “decumulation” phase of life, guidance on whether to withdraw from a retirement portfolio at the beginning of the year or quarterly.
A common retirement strategy can erode your IRA savings, Pew report finds (CBS News). When rolling money over from a 401(k) to an IRA, you might pay more to invest in the same fund.
Bequest allocation and bequest location (Oblivious Investor). How some additional strategic planning could benefit your heirs.
Social Security: 8 must-know facts about your benefits (Kiplinger). The older you get, the more you need a solid understanding of Social Security.
Charitable giving statistics in 2022 (Kindness Financial Planning). An interesting deep-dive on the state — and the stats — of generosity in America.
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