What Your Advisors Are Reading This Month

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.