Here's our weekly Roundup of recent pieces on investing, personal finances, and stewardship. We hope you find them to be interesting and helpful.
- There's more to investing than just risk and return (Christine Benz, Morningstar). In praise of "creating a portfolio that can get you to your goals without interfering with the rest of your life."
- The worst stock and bond returns ever (Ben Carlson, A Wealth of Common Sense). Horrific returns for both stocks and bonds over the next seven years? Carlson says it's possible but not likely.
- Are we craving risk or losing reward? (Nick Maggiulli, Of Dollars and Data). Many investors have shifted to heavier stock allocations — but not because they have more appetite for risk.
- Watch how the largest port in the US handles an onslaught of nearly 500,000 shipping containers amid the supply-chain crisis (Business Insider vis MSN). Much of the backlog is because ports don't have enough capacity for the number of ships and containers.
- U.S. crude oil price tops $80 a barrel, the highest since 2014 (CNBC). In turn, energy stocks are doing well — and the price at the pump is up sharply.
- Your Social Security statement is about to get a lot easier to read (Go Banking Rates). "The new statement is shorter, uses visuals and plain language, and includes fact sheets tailored to a person's age and earnings history," says an SSA press release.
- When is Medicare open enrollment? (Kiplinger). Your annual opportunity to change plans is just around the corner.
- U.S. Department of Education announces major fixes to public service loan forgiveness program (CNBC). This could a big deal for nonprofit and government employees who are paying on school loans. (More here from The White Coat Investor.)
- Negotiate a better deal (Kiplinger). Ideas for getting a better price (or perhaps a few free perks).
- Finding lost insurance or inheritance money (Jim Henry, MoneyWise). Millions of dollars in life insurance benefits go unclaimed each year.
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