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  • Writer's picture Treavor Dodsworth CFP®, CPA, CKA®

#102 - Interesting Articles


Lowering Money

I had intended to send out a personal update as I try to send two a year and we are getting well past half the year (7 months down already!). I found several interesting articles though that I wanted to highlight. Take a look below:




 

Interesting Article(s) or Video(s)


Of Dollars and Data - Go Big, Then Stop

  • I originally saw this article on Kitces.com. This article immediately stuck out to me as this simple phrase “Go Big, Then Stop” is often how I personally think of investments. While expressing support for this approach, Nick Maggiulli also expresses some of the downside.

Eternal Perspective Ministries - Can Rich People Go to Heaven?

  • Fascinating article from Randy Alcorn.

National Christian Foundation - A Christ-Centered Response to COVID-19

  • Sometimes after spitting out what is going to our local church, my wife and I are left wondering where we should do the remainder of our giving. Reviewing resources from charitable funds like National Christian Foundation can be helpful when looking for charities in your area.

  • HSAs are one of the most tax-efficient investment vehicles if used appropriately. I wrote a three-part series on them last October. Understanding how these accounts work can pay big dividends.

A Wealth of Common Sense - Simple vs. Complex, 2020 Edition

  • An interesting look at endowment performance vs. investing in a more simple portfolio. “Rebalancing is not very exciting but investing doesn’t have to be exciting to work.”

 

Thank you for reading!

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