Wednesday Reading List

ICYMI: Portfolio Changes to Consider Now – 2020 changed the investment landscape in a few ways. It’s time to reassess things and consider some portfolio changes.


Examining the risk that a second set of lockdowns drives us into a recession and bear market.

Risk of Second Wave of COVID-19 Lockdowns by Jeffrey Kleintop


Dr. Ed’s latest look at the global economy.

What In the World is Going On? A Recovery from the Global Lockdown Recession Is Underway. by Ed Yardeni


“Driving an inexpensive car is one of the biggest levers people can pull to free themselves up financially to save more.”

Is the Ford-150 Partially Responsible For the Retirement Crisis? by Ben Carlson


You hear a lot about the FAANG (or FAANGM if you include Microsoft) stocks. There are risks to concentrating your portfolio in names that have gotten so big.

Why Investors Might Think Twice About Chasing the Biggest Stocks


Your aid will be based on 2019 income, which may be rosier than this year’s. Here’s an explanation and what you can do about it.

Financial aid might fall short for these college students next year. Here’s why. by Darla Mercado


Zoom will kill snow days.

Sorry, kids. Snow days are probably over. by Maria Cramer


What to do to if you don’t have a plan, or need to improve it as you approach retirement.

If you’re saving for retirement and are in your 50s, it may be time to reassess your plan by Michelle Fox


Book Recommendation

Ken Follett’s Kingsbridge series that began with The Pillars of the Earth now has a prequel. The series is great, and the new book is a worthy addition.

The Evening and the Morning by Ken Follett