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 59½? 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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