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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