Here's SMI's weekly Roundup! We hope you find these articles interesting and helpful.
The great (small cap) broadening (Matt Cerminaro, Chart Kid Matt). A clear breakout in small-cap stocks is underway.
Why you can't time the market (even when you know the future) (Nick Maggiulli, Of Dollars and Data). Trying to time the market is like playing a game that's nearly impossible to win.
New rules for 401(k) 'catch-up' contributions in 2026 (New York Times via archive.today). "Older high-income workers who make contributions beyond the standard amount will have to put that extra money into a Roth 401(k)."
Social Security has 'no bankruptcy or collapse in the cards,' economist says — but benefits may change (CNBC). The possibilities include an across-the-board benefit reduction and prioritization of payments to the most vulnerable beneficiaries.
Set it and forget it (Heather and Douglas Boneparth, The Joint Account). Systems, schedules, and automations can simplify your financial life.
The financial details every couple should share (before there's an emergency) (Kiplinger). Bank and broker security protocols can leave spouses locked out when access is suddenly needed.
10 ways to cut expenses by 10% (Fidelity Viewpoints). From a spreadsheet standpoint, spending less is equal to earning more.
What to check on your car before a winter storm (Kiplinger). Timely advice.
❄️❄️❄️ If you're in the path of this weekend's big storm, please be careful. ❄️❄️❄️
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