Wednesday Reading List

Is Now the Right Time to Invest in Stocks?

In late 2021, investors wondered if it made sense to put money to work in the stock market given that prices were at all time highs. Fast forward a few months, markets are down about 7% from those all-time highs, and some are questioning if it makes sense to be buying stocks now in the midst of all this volatility.

Target-date funds work up to a point. So don’t just set it and forget it

There are times when it might make sense to reevaluate whether using a target-date fund is still a good fit.

Deglobalization Is Political, Not Economic

Political deglobalization could lead to some reshoring of industries deemed essential and some companies linked to national security issues may be impacted. But political deglobalization may have little impact on economic globalization or corporate profits—the main driver for stock market returns over the long-term. This likely means there is little reason for investors to deglobalize their portfolios, despite the headlines.

Augusta family next to Masters golf course keeps turning down millions for their 1,900-square-foot house

Augusta National has spent $200 million buying up property around the course for two decades. Some homeowners have become instant millionaires. One family refuses to sell their home, turning down seven-figure offers.

67% of Americans have no estate plan, survey finds. Here’s how to get started on one

Covid-19 has increased Americans’ awareness of the need to have a will, living trust or living will. Yet a new survey finds that only about 33% of Americans have established estate plans. Importantly, adults of any age or asset level can benefit from stipulating their wishes for their assets and care.

One of the 67%? Check out You Need an Estate Plan – Maintaining an up-to-date estate plan is an essential part of your financial planning. This article highlights some of the more common documents you should consider.

One or Two Days in the Office Is the ‘Sweet Spot’ of Hybrid Work

Harvard study shows output and creativity thrive in split work.

Insurance Can Make or Break Your Financial Plan

You could be one bad accident, storm or lawsuit away from disaster unless you have the right insurance. From umbrella to uninsured motorist, flood and excess liability, it could take a few different types of policies to get the job done.

Book Recommendation

Project Hail Mary: A Novel by Andy Weir

#1 NEW YORK TIMES BESTSELLER – From the author of The Martian, a lone astronaut must save the earth from disaster in this “propulsive” (Entertainment Weekly), cinematic thriller full of suspense, humor, and fascinating science—in development as a major motion picture starring Ryan Gosling.