Curated Posts
The Curated Posts, which is part of our Curated Corner, gathers and shares articles from reputable publications for your educational benefit. We hope you enjoy reading them as much as we did.
How Previous Generations Handled Inflation Crises
The great late Maya Angelou famously said when speaking about important lessons from the past: “History, despite its wrenching pain, cannot be unlived, but if faced with courage, need not be lived again.” Even though, she was not referring to inflation, but to way more important and consequential social issues, the lessons behind her wise words… Continue reading
Seven Lessons for New Retirees, From a New Retiree
A former Kiplinger editor shares financial lessons from his first year of retirement. Seven Lessons for New Retirees, From a New Retiree By Mark Solheim, August 21, 2024 I retired as editor of this publication a year ago, and although I miss the writers and editors I worked with for many years — and the… Continue reading
How to Stay Sane When Markets Get Wild
Long-term stock market investors earn more by ignoring short-term noise. How to Stay Sane When Markets Get Wild By Jason Zweig, August 9, 2024 Stop trying to make it make sense. Just about every volatility storm in the markets quickly morphs into a baloney blizzard, as Wall Street’s market strategists and a swarm of online… Continue reading
How One Man Lost $740,000 to Scammers Targeting His Retirement Savings
Are you over 60 years old? If yes, you may be a prime target for internet criminals. How One Man Lost $740,000 to Scammers Targeting His Retirement Savings By Tara Siegel Bernard, July 29, 2024 For nearly three months, Barry Heitin, a 76-year-old retired lawyer, thought he was part of a government investigation that felt… Continue reading
What Presidential Election? So Far, the Stock Market Doesn’t Care.
Despite political drama, stock market professionals are focused on economic factors rather than election results. What Presidential Election? So Far, the Stock Market Doesn’t Care. Traders appear to be focused on possible Fed rate cuts and corporate earnings, and are remarkably indifferent to political fortunes, our columnist says. By Jeff Sommer, July 19, 2024 With… Continue reading
The 401(k) Rollover Mistake That Costs Retirement Savers Billions
WSJ Columnist Jason Zweig, as he returns from a lengthy sabbatical, excellently illustrates Rebalance’s tried and true mantra: think long-term and turn off the “noise”. The 401(k) Rollover Mistake That Costs Retirement Savers Billions Much of the money moved into IRAs misses out on market returns By Anne Tergesen, July 22, 2024 Workers miss out on… Continue reading
The Fees on These Funds Will Leave You High and Dry
Interval funds offer limited liquidity in exchange for investing in less-traded assets. However, these funds often hide high fees, making it essential for investors to assess their true costs and risks. The Fees on These Funds Will Leave You High and Dry One of Wall Street’s most popular trends, many interval funds omit a key… Continue reading
More Munger
Charlie Munger, the vice chairman of Berkshire Hathaway, left a significant legacy when he passed away last November, just shy of his 100th birthday. Charlie Munger, along with Warren Buffett, have always invested with the long-term in mind and advocated for investing practices that align with the Rebalance approach. You may want to check out… Continue reading
Target Date Funds: Smart Investment or Hidden Danger?
by Matt Jude, CFP®, ECAOver half of non-retired Americans have a defined contribution pension plan through their employer (source: Federal Reserve), with the most common types being 401(k) and 403(b) plans. These employer-sponsored plans can be an excellent vehicle for individuals to save on taxes and put money aside to create a secure retirement. Unfortunately, many people in… Continue reading
What to Know About 529 Accounts Owned by Grandparents & the New FAFSA
Recently, rules have changed for 529 plans, and there is now a “Grandparent Loophole” that could be of benefit to you. What to Know About 529 Accounts Owned by Grandparents & the New FAFSA by Kathryn Flynn, February 19, 2024 529 plans are a popular way for grandparents to save for college and for good… Continue reading
