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Weekend Reading: Is It Time to Sell Stocks?

Investors are experiencing slight relief as markets experience some recovery, but with that being said, you also might wonder: How long will this last? And, should you cash in while you’re up?

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Weekend Reading: Why the Market is Bouncing

The first half of 2022 saw the second-worst performance of a 60/40 portfolio of stocks and bonds in over two centuries. Despite this, however, something still holds true: In combination, stock and bond markets naturally form an equilibrium.

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Weekend Reading: The Survival Instinct of Money

Money (more specifically, the thought of not having enough of it) can elicit fear for many reasons, but often, the biggest is due to it triggering a sense of survival.

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Weekend Reading: Oliver Burkeman's Last Column: The Eight Secrets to a (Fairly) Fulfilled Life

There is no exact “secret recipe” to human happiness, but here, you’ll find eight principles from an author who has studied and written about what lends to a fulfilling life for over a decade.

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Weekend Reading: Investors Need Some Cosmic Insignificance Therapy

We often fill our days focused on productivity and an urgent need to get as much accomplished as possible; however, continually watching the scorecard doesn’t guarantee future investment certainty.

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Weekend Reading: Managing Taxes in Retirement: Income Thresholds versus Incremental Average Tax Rates

Here, past podcast guest, Wade Pfau, highlights how to strategize the withdrawal order between your three tax buckets (taxable, tax-deferred, tax-exempt) by utilizing two different distribution methods: The adjusted gross income (AGI) threshold strategy versus the incremental average tax rate method.

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Weekend Reading: Things Are Clear as Mud

The future is never clear, but it can become all the more frustrating as an investor to understand where we might go when many things in the economy are pointing in opposite directions.

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Weekend Reading: A Holocaust Survivor’s Financial Planning Advice

In his book, titled Man’s Search for Meaning, holocaust survivor and psychiatrist, Viktor Frankl, wrote: “Don’t aim at success — the more you aim at it and make it a target, the more you are going to miss it. For success, like happiness, cannot be pursued; it must ensue…”

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Weekend Reading: More Hemingway, Less Faulkner

Looking at today’s financial markets, “risk-free rate” is one of the easiest, most observable aspects to watch above the waterline.

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Weekend Reading: The Everything-Is-Weird-Economy

The U.S. economy is full of contradictions, and it’s set the stage for the unique landscape we find ourselves in today.

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Weekend Reading: What Recession?

Have you felt the negativity as of late? If you’ve flipped on the TV or browsed the world-wide web at any point recently, it’s impossible to miss. News headlines swarm with warnings of an economic free fall, yet it’s not mirroring what’s happening in today’s reality.

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Weekend Reading: A Happiness Columnist’s Three Biggest Happiness Rules

I’m always interested in learning more about the concept of happiness. After all, isn’t the goal to live a purposeful life as our happiest self?