The Investor's Newsletter

Good morning Freedom Fighters:

Thank You: I appreciate all of the suggestions about the Resource section at the end of each newsletter. You'll see below that I've started to make some changes.

Ask: Please forward this newsletter to at least one person who needs it.

Offer: If you received this newsletter from another, you can subscribe here.

Reminder: Join me a week from tomorrow (3/25/2024) at 7 p.m. ET for the live Q&A show. You can subscribe to the YouTube channel where the show is broadcast here.

3 Things

The Magnificent Seven: Fortune or Folly? (John Rekenthaler)
Homeownership in Retirement: an Asset or a Burden? (Center for Retirement Research at Boston College)
20 IRA Mistakes to Avoid (Morningstar)

My Videos & Articles

How to Invest When Stocks are Expensive | Live Q&A

ICYMI

More People Buy, Number Go Up (Of Dollars and Data)
Pay Off Your Mortgage Early or Invest? (Christine Benz)
How The Interstate Highway System Changed American Industry (FF)
The Everyday Supercommunicators Who Get Groups in Sync (Charles Duhigg)
Are We Watching The Internet Die? (Where's Your Ed At?)
40 Life Lessons I Know at 40 (That I Wish I Knew at 20) (Mark Manson)

What I'm Reading, Listening To, and Watching

I finished watching Masters of the Air. It is one of the best TV series I've ever watched.

Resources

Savings Accounts: 5.35% APY
CDs: 3-month (5.50%), 6-month (5.55%), 12-month (5.45%), and No-Penalty (5.30%)
Money Market Accounts: 5.35% APY
Best Bank Bonuses (up to $2,000)

We continue seeing new signup bonuses on personal (including certain airline and hotel credit cards) and business credit cards.

Tools: I've added a few new tools to the tools directory:

Rocket Money (a budgeting app I use)
Honest Math: Retirement income analysis
Four Percent Rule: Retirement income analysis
TIPS Ladder: Bond investing

Model Portfolios: I've added a section to my site for model portfolios. So far it contains the following:

Best,

Rob Berger

P.S. To reach me, just hit reply. I read every email!

P.P.S. You can find archives of this newsletter here.