I hope you’ve all had an enjoyable holiday season.
New Year’s resolution season will be upon us shortly, and Morningstar’s Christine Benz offers some guidance for anybody looking to improve their finances. Benz points out that there’s just a handful of things that make almost all of the difference — get the basic “nuts and bolts” sort of things right before worrying about whether your small-cap allocation is too high or too low.
- The Keys to Financial Success Are Incredibly Mundane from Christine Benz
Other Recommended Reading
- Three Big Things: The Most Important Forces Shaping the World from Morgan Housel
- ‘Significant Failures’ in CFP Board Enforcement, Task Force Finds from Andrew Welsch
- New Research on Factor Investing in the Bond Market from Larry Swedroe
- Can You Give Stock as a Gift? Should You? from Carrie Schwab-Pomerantz
- Twelve Million Phones, One Dataset, Zero Privacy from Stuart Thompson and Charlie Warzel
Thanks for reading, and I wish you the best for 2020!