Here’s our latest summertime Roundup of recent articles about investing, personal finance, and stewardship.
We hope you find them to be informative and helpful.
The worst first half ever (Michael Batnick, The Irrelevant Investor). Sometimes investing ain’t much fun.
My favorite visualization of short-term stock market performance (Sam Ro, TKer). SMI used a version of this visualization in our April article, Drawdowns – They’re a Drag, But a Fact of Life.
On the inevitability of bear markets (Ben Carlson, A Wealth of Common Sense). "Over decade-long time horizons, your investment performance will mainly be derived from how you handle corrections, bear markets, and market crashes."
Small-cap stocks are starting to stage their comeback (Wall Street Journal). Early signs of a market shift? It’s probably too soon to tell.
Money fund yields hit 1.2%, top funds at 1.55%; FDIC sweeps at 0.15% (Crane Data). MMF rates continue to move up, and even sweep accounts are seeing some (tiny) upward movement.
How to start planning for retirement (Casey Mullooly). Retirement planning requires many decisions. Start with these three.
Self-inflicted (Jonathan Clements, Humble Dollar). Approaching age 59.5? You need to be thinking about these money matters.
When donating to charity from an IRA, beware of these tax traps (Wall Street Journal). One mistake when making a Qualified Charitable Donation: accepting something in return for your gift — even a token such as a tote bag, coffee mug, or T-shirt.
Settled medical debt is now dropping off credit reports — here’s how to check your record and make sure it’s right (CNBC). Medical debt, once paid, must now be removed from a credit report.
The danger of wealth (Leo Sabo, Christian Stewardship Network). There’s a reason the sage of Proverbs 30 prayed that God would give him "neither poverty nor riches."
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