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What We’re Reading Oct 2019
- “Investing at Home is Overrated” – Morningstar – https://www.morningstar.com/articles/949609/investing-close-to-home-is-overrated
A nice blog from Morningstar of the dangers of investing geographically based on what you know. A good reminder as the U.S. had dominated performance over the last decade.
- Year 1: Your Medicare Checklist – Medicare.gov – https://www.medicare.gov/sign-up-change-plans/get-started-with-medicare/year-1-your-medicare-checklist
If you aren’t familiar with Medicare enrollment, it opened on October 15th. This is a nice checklist on getting familiar with Medicare, their website, and their resources
- 4th Quarter Guide to the Markets – JP Morgan – https://am.jpmorgan.com/gi/getdoc/1383599288808
One of our favorite compilations of market data updated for the 4th quarter.
- “Index Construction Matters in U.S. Small Cap” – S&P Dow Jones – https://www.indexologyblog.com/2019/09/30/index-construction-matters-in-u-s-small-cap/
A bit of a technical blog, but important to know that different index construction plays a huge role in investment results. Small-cap index can have many different meanings.