If you haven’t checked out last week’s episode of the Mullooly Asset Show, now would be a great time to catch up! Casey walked viewers through an important financial scenario for retirees that you won’t want to miss. Check it out here!
Here’s what I’ve been reading this morning:
‘5 Steps to a Minimalist Portfolio’ – Christine Benz – Morningstar
- Have you ever heard the phrase “less is more”? Well, when it comes to your portfolio it can certainly apply! Christine walks readers through 5 steps towards building an effective, low-maintenance portfolio.
‘Is This a New Bull Market?’ – Ben Carlson – A Wealth of Common Sense
- Looking back to the middle of October 2022, not many people would’ve expected the type of moves in the market that we’ve seen. However, Ben discusses if we’re fully back in a bull market with two major indexes up over 20%.
‘If You’re So Rich, Why Are You Desperate?’ – Nick Maggiulli – Of Dollars and Data
- In this post, Nick dives into a topic that I’ve often thought about. It seems like some of the richest people in the world, or just very wealthy people in general, are still desperate for MORE. Why? What is causing them to feel this way?
‘Why Dollar-Cost Averaging Can Benefit Investors’ – Greg Iacurci – CNBC
- If you’re worried about the markets in general, and have a 401k plan at work, this article outlines a great way for you to remain calm. Dollar cost averaging is a great way for retirement plan investors to have peace of mind, but it also works for people not participating in retirements plans at work, too!
ENJOY!
