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Wednesday Reading List

ICYMI: Investing to Fight Climate Change – Investing to fight climate change involves finding a way to exclude “bad actors” from your portfolio and emphasize “good actors” in a portfolio with an investment philosophy that makes sense.

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Our team looks at the American Families Plan proposed by President Biden and shares insight on how it could impact your finances.

Are My Taxes Going Up? by Heritage Financial

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Global supply chains are in trouble. Could we be facing dreaded Stagflation (high inflation and unemployment with stagnant demand)? Charles Schwab’s Chief Global Investment Strategist shares his analysis.

Is Stagflation back? by Jeffrey Kleintop

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Excellent article. Sophisticated look at value investing without being overly technical. Defines value investing, breaks down its performance advantage, gives you a sense of the patience required as a value investor.

Value Investing Still Beats Growth Investing, Historically by Jack Vogel

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Optimism about the post-pandemic world as hierarchy gives way to networks.

Malcolm Gladwell Says Post-Pandemic World Will Be ‘a Much Better Place’ by Minda Zetlin

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Looking at scenarios where it makes sense to claim Social Security early or later.

When Is the ‘Right’ Time to File for Social Security Benefits? by Christine Benz

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Reviewing factors behind slowing vaccine rates.

What’s Behind the Vaccine Slowdown? by Derek Thompson

See also The coronavirus vaccine skeptics who changed their minds by Dan Diamond

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David Swensen, the famed investor who ran Yale’s endowment recently passed away. Also an academic, he wrote extensively about investing. Some of it is not applicable to individual investors. This post does a great job sharing four things that are.

4 Investing Lessons from David Swensen by Nick Maggiulli

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My anecdotal observations (basically seeing what my kids and their friends eat) confirm a chicken sandwich craze.

America is running low on chicken. Blame covid-19, a sandwich craze and huge appetite for wings. by Reis Thebault

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