JAN. 4, 2020
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Humble Bragging

By Jonathan Clements

WE’RE THREE-YEARS-OLD, and we’ve grown to become something I never intended. When I launched HumbleDollar on Dec. 31, 2016, my plan was to take my money guide—which had previously appeared as an annual paperback—and make it freely available on the web. I also had plans to write an article every week or so and have others occasionally blog for the site.

Since then, HumbleDollar has morphed into a fulltime job that doesn’t pay me a salary and a site that—I like to think—occupies a small but unique place in the internet’s ongoing financial conversation:

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Latest Articles

BELOW ARE the six articles published by HumbleDollar since last week's newsletter:
  • Sanjib Saha's friend was happy with her advisor, because her portfolio had doubled over 16½ years. But that was before she learned her money would have quadrupled if she'd owned index funds.
  • If you leave your IRA to your children, it'll now have to be emptied within 10 years, thanks to the SECURE Act. What to do? Adam Grossman suggests five steps.
  • Every year, Richard Connor, his wife and her extended family gather for a week at the beach. The tradition has grown increasingly costly—but Rick says it's worth every penny.
  • What were folks reading in December? Check out HumbleDollar’s seven most popular articles.
  • "I have an investment plan, but it’s etched in the easy electrons of an Excel spreadsheet," writes Bill Ehart. "When will I be ready to tie the knot with a rebalancing regimen that’s forever?"
  • Looking to improve your behavior—financial and otherwise—in 2020? Phil Dawson offers eight strategies.
This newsletter, a product of Jonathan Clements LLC, contains the opinions and ideas of its author. It is distributed with the understanding that the author is not engaged in rendering legal, financial or other professional services. If a reader requires expert assistance or legal advice, a competent professional should be consulted. While the author has endeavored to ensure that this newsletter is timely and accurate, the author makes no representations or warranties with respect to the accuracy or completeness of the contents. The author specifically disclaims any responsibility for any liability, loss or risk, personal or otherwise, which is incurred as a consequence, directly or indirectly, of the use and application of any of the contents of this newsletter.
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