What We’re Reading Oct 2019

Stock photo of papers with graphs, a keyboard, and a fancy pen
  1. 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.

  1. 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

  1. 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.

  1. “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.