Wednesday Reading List

ICYMI: What’s Next for the Recovery and Bull Market – Our Chief Investment Officer and a Research Director for Global Public Markets discuss what’s next for the bull market with a focus on inflation, the Fed, emerging markets, and taxes. Lots of useful information in this one.

Wall St. 2021

Our team’s latest shares 7 things to do before year-end.

7 Ways to Maximize Your Wealth Before the End of 2021 by Heritage Financial

Liz Ann shares her latest thoughts on the bull market and where it may go from here.

Mysterious Ways: Bullish Sentiment Grows, With Positive Offsets by Liz Ann Sonders and Kevin Gordon

The current uptick in US inflation is highly likely to be simply rubber on the road, resulting from the post-pandemic recovery.

Why All the Inflation Worries? by J. Bradford DeLong

See also Worrying About Inflation for more about why to be concerned and the history of higher inflation.

“One is Elon Musk (duh), and the other is JB Straubel. But there were three more—and there’s a cautionary tale in why they aren’t billionaires too.”

Tesla Had 5 Founders. Why Did Only Two Get Really Rich? by Alan Ohnsman

Pippen is ticked off and probably rightly so, but in all these stories they never mention this Jordan quote (video here) from The Last Dance – “whenever they speak Michael Jordan, they should speak Scottie Pippen…I didn’t win without Scottie Pippen.”

Angry about ‘The Last Dance,’ Scottie Pippen keeps taking shots at Michael Jordan by Des Bieler

See also – Revisiting the Last Dance

Video breaking down a costly meal this year.

Personal finance expert: ‘This could be the most expensive Thanksgiving that we’ve had in history

Harvard Business Review out with a great article on a timely topic.

How to Set a Hybrid Work Schedule That Works for You by Elizabeth Grace Saunders

This is an important article looking at how “free” investment services by Schwab are actually not free since they hold too much cash in their portfolios and make extra on those cash holdings. Surprised Morningstar wasn’t aware of this earlier. It’s been a problem with many “free” or cheap platforms. Here’s why – The Easiest Way to Increase Your Investment Returns

The Hidden Costs of Free Investment Services by John Rekenthaler