Here is SMI's Money Roundup for an early February day. We hope you find these recent articles interesting and helpful.
Stocks hit historic milestone as Dow crosses 50,000 points for first time ever (CNN Business). What a difference a day makes.
Small cap stocks continue to roar in 2026 (James Picerno, Capital Spectator). But he notes that "in recent years, early signs of a small-cap resurgence have come to naught."
What we do when things go up (a lot) (Joe Wiggins, Behavioural Investment). "How does extreme positive performance from an asset class or fund make us think and act, and why?"
Vanguard cuts fees on 53 mutual funds and ETFs for 2026 (Morningstar). The lower expense ratios took effect this week.
It's time to file your 2025 tax return. Here's what to know. (New York Times via archive.today). Due to recent changes in tax law, the typical refund this year may be $1,000 more than usual.
What are the foundations of retirement income planning? (Retirement Researcher). "When retirement is built on a balance sheet instead of a forecast, confidence no longer depends on whether markets cooperate."
Older workers with student loan debt have less saved for retirement, Fidelity finds (CNBC). Student debt can cast a long shadow.
Retirement savings 'lost and found' helps retirees track down old 401(k)s, pensions — how it works (CNBC). Did you know that the U.S. Labor Department maintains a lost-and-found database for pensions, 401(k)s, and other workplace retirement plans?
Donors overestimate their generosity (Non-Profit Times via MinistryWatch). "Although they are among the most generous Americans, Christians...are the donors most prone to overestimate their generosity."
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