Here's the Roundup as we head into an Autumn weekend. We hope you find these articles interesting and informative.
The bull market is 2 years old. Here's where Wall Street thinks stocks go next. (Yahoo Finance). "Barring any unexpected shocks, the path higher appears to be clear."
A staggering amount of wealth creation (Ben Carlson, A Wealth of Common Sense). "Stocks, housing prices, net worth, home equity — everything is at all-time highs."
TKer's 3rd birthday comes with an extraordinarily average stock market stat (Sam Ro, Tker). "Over this three year-period, the S&P has climbed 31%. That works out to an average annualized return of … 9%?!?"
Don't be a market fanboy (Tony Isola, A Teachable Moment). Past performance is no guarantee of future results, so the "only sane strategy...is diversification."
Would a time machine make you a great investor? (Wall Street Journal). Probably not.
Why 401(k) plans are the 'final frontier for exchange-traded funds (CNBC). The infrastructure that underpins workplace retirement plans "wasn't designed to handle intraday trading, meaning it wasn’t built for ETFs."
The "game" of retirement stewardship (Chris Cagle, Retirement Stewardship). "We can chart a course, but if 'stuff happens,' we have to...adapt accordingly."
A spouse's death brings a financial jolt. How to prepare. (Barron's via archive.today). Surviving spouses often see their income go down and taxes go up.
And since Election Day is drawing nigh...
A look at Donald Trump's tax plans ahead of the election (Kiplinger). "Trump wants to make the 2017 tax breaks permanent and take it further with even lower tax rates for individuals."
A look at Kamala Harris's tax plans ahead of the election (Kiplinger). "High-income individuals would see tax hikes if Harris gets elected... She [also] wants to raise the current 21% corporate tax rate to 28%."
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