What We’re Reading – September and October Edition

rows of books shelves in a room with tan floors

WSJ – Should I Take Lump Sum or Monthly Pension?
• Pension plans have become less attractive to employers, leading many employers to offer pensions as a lump sum rather than a fixed monthly payment. Retirees should crunch the numbers to consider where their retirement funds would earn the greatest return. There is no one-size-fits-all approach to investing, and we are ready to help customize a retirement checklist for you to make sure you are on track for retirement.

Morning Star – Q4 Stock Market Outlook
• Markets interpreted the Fed’s pause on rate hikes to mean that interest rates will remain higher for a longer time horizon; however, Morningstar takes a stance against the common interpretation. Morningstar is forecasting rate cuts going into 2024 and 2025. The article outlines sectors that Morningstar deems over-, under-, or fair-valued.

Wisdom Tree – Is the Economy Too Strong?
• Professor Jeremy Siegel of the Wharton School of University of Pennsylvania published a commentary on the current market outlook. In his commentary, Siegel analyzes bond yields, rising mortgage rates, and long-term inflation.