What Your Advisors Are Reading This Month

what your advisors are reading

October Reading List from your WPC Advisors


Articles this month focus on the updated Social Security COLA for 2024, long-term investing discipline, Medicare enrollment information, identity theft protection, and current interest rate outlooks.

Social Security & Medicare

Jerry:             Press Release | Press Office | SSA

Tim:               Medicare enrollment | Is it time to switch plans? Fidelity

Investing and Financial Planning 

Patrick:          Warren Buffett’s deputy says a million people want to be as successful as his boss—but the vast majority fall short because they get complacent (yahoo.com)

SECURE 2.0 Mandatory Roth Catch-Up Requirement Raises Questions (fa-mag.com)

Todd L:         https://www.cnbc.com/2023/10/09/this-chart-helps-explain-why-you-should-think-long-term-when-investing.html

Malea:          Higher For Longer vs. the Stock Market – A Wealth of Common Sense

Identity Theft Protection

Tim:                ID theft | How to prevent identity theft | Fidelity

If you have any questions about our reading selections, please give us a call at 513-733-1750.


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