It's beginning to look a lot like Christmas! We can't provide you with fresh-baked cookies and hot chocolate, but we do have this week's Roundup of curated articles for you to enjoy!
Investing for the long-term (Ben Carlson, A Wealth of Common Sense). "A lot of bad stuff has happened to the world in the past 50-100 years. Yet stock markets around the globe have gone up."
Tech has carried the 2020s (Matt Cerminaro, Chart Kid Matt). More than three-fourths(!) of the S&P 500's total return in the 2020s has come from tech and communications stocks.
International stocks reignite (Fidelity Viewpoints). A good explainer on why foreign funds have performed well in 2025. (Note: The article also includes marketing for various Fidelity funds.)
Vanguard will now allow crypto ETFs on its platform (Financial Planning). "Persistent demand — retail and institutional — has spurred Vanguard's about-face."
Almost all companies with a 401(k) now allow Roth savings — here's who benefits (CNBC). About 96% of workplace plans now offer Roth accounts, up from 60% a decade ago.
Why playing it safe in retirement is a big risk (Kiplinger). The best way to ensure you aren't overly conservative? Make sure your investments are diversified.
The clock is ticking for IRA inheritors to take distributions (Wall Street Journal). After years of delays, the IRS is enforcing annual payouts on certain accounts this year.
IRS issues guidance for expanded Health Savings Accounts under new tax law (Forbes). Starting in January, more insurance plans will be considered "HSA-compatible."
The world has more billionaires than ever (Wall Street Journal). Math reminder: 1 billion equals 1,000 million. That's a lot of money! (Of course, the federal government spends that much every 77 minutes.)
Mapped: The real purchasing power of $100 by U.S. state (Visual Capitalist). It costs a lot more to live in Massachusetts than in Mississippi.
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