In almost every bear market there are small rallies along the way that feel like we’ve turned a corner. So far in 2022, we had one in June and we might be feeling one again here in October. Markets have been up quite a bit over the last few weeks, and now we wait to see if it’s for real or another head fake!
Here’s what I’ve been reading this morning:
‘How the 60/40 Portfolio Makes a Comeback’ – Nick Maggiulli – Of Dollars and Data
- Remember the 60/40 portfolio? The one that has been declared numerous times over the last few years? Well, it’s getting ready for a comeback and Nick explains how it’s going to happen in his latest post.
‘55% of Working Americans Feel They are Behind on Retirement Savings’ – Lorie Konish – CNBC
- Inflation is high and it has made some Americans re-think how much money is coming out of their paychecks for retirement vs. needing it now. This article talks about why that may come back to bite people down the road.
‘Why You Need to Know Your Taxable Income Before Tax-Loss Harvesting’ – Kate Dore – CNBC
- The market is down this year, so it could present an opportunity to move on from some investments and “harvest” the losses for tax purposes. However, there is more to know before doing it. This article digs into the details.
‘Indexing Has Saved Investors $403 Billion Since 1996’ – The Evidence Based Investor
- With a lot of different investments, there are usually costs under the surface that you don’t see. This article looks at how low-cost index investments have saved investors hundreds of billions of dollars just by having less fees.
ENJOY!
