The Roundup makes its appearance a day early this week. Tomorrow, we'll post the January updates to SMI Fund Performance Rankings and Personal Portfolio Tracker (with performance data through the end of 2023).
Optimism abounds on Wall Street this new year (Wall Street Journal). That could be a positive indicator — or not.
What comes after a good year in the stock market? (Ben Carlson, A Wealth of Common Sense). While short-run returns get the attention, long-term returns are the ones that matter.
Visualizing 150 years of S&P 500 returns (Visual Capitalist). Interestingly, the best year was 1933, amid the Great Depression.
ETFs from largest US issuers will largely escape capital gains (Financial Times). Despite the '23 market rally, only six ETFs from the five largest issuers had any capital gains distributions.
Understanding mutual fund share classes (Kiplinger). Sometimes, there are real differences. In other cases, not so much.
US national debt has crossed above $34 trillion for the first time (Charlie Bilello via X). The debt has risen by $2,500,000,000,000 ($2.5 trillion) since the debt ceiling was suspended seven months ago.
What the 2024 tax brackets mean for your money (Wall Street Journal). Comparing '24 to '23.
New FAFSA 'soft launch' hits snags — Education Department says it is working to 'resolve minor issues' (CNBC). So far, the new simplified approach is causing frustration.
24 rules for 2024 (Jonathan Clements, Humble Dollar). "Timeless rules for a successful life — financially and otherwise."
Money as a testimony (Ron Blue via FaithFi). Money is a symbol of economic worth that is fleeting and, ultimately, empty — and yet...
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