Weekly Newsletter: The 3-1-1

May 7, 2021

I hope you’re doing well and having a great week.

Please see this week’s articles, chart, and quote below, along with a bonus article I wrote about the difficulty of saving for college.

 3 Articles

7 Common Money Arguments in Marriage
Jeremy Brown, Fatherly

Common money arguments and how to address them.

My View On: ESG Investing
Cullen Roche, Pragmatic Capitalism

ESG investing (environmental, social, and corporate governance) is a hot new space in the investment world. The basic goal is to construct portfolios that are more morally acceptable. While this sounds great in theory, this article discusses the downsides.

12 Personal Finance Numbers You Should Know
Thomas Kopelman, The Long Game

When thinking about your financial future and creating a financial plan, there are some numbers that you really should know.

1 Chart

An interesting way to bucket investment returns for the past 95 years:

    Source: Stock Market Returns Are Anything But Average

    A few takeaways:

    • 74% of years were positive.
    • 36% of the years were gains of 20% or more.
    • 6% of the years were losses of 20% or worse.

      1 Quote

      “The question isn’t at what age I want to retire, it’s at what income.”

      – George Foreman 

        Written by Will This Week

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