We're posting the Money Roundup a day early this week. Tomorrow is Good Friday, and SMI (and world stock and bond markets) will be closed.
How the stock market performs after a correction (Ben Carlson, A Wealth of Common Sense). Successful long-term investing always involves short-term losses.
Major asset classes | March 2026 | Performance review (The Capital Spectator). Commodities: Wow! Nearly everything else: Not so good.
Check your target-date fund, especially if you plan to retire soon (New York Times via archive.today). "The closer you get to retirement, the more personalized your financial plan should be."
The goods that get more expensive as oil prices rise (Kiplinger). The effects of higher oil prices don't show up all at once.
4 million children have been signed up for Trump Accounts with 1 million claiming the $1,000 pilot program contribution (IRS news release). Contributions to Trump Accounts can be made starting July 4, 2026.
My college student made $3,000 this year. Do they need to file taxes and can I still claim them? (Kiplinger). As with every tax issue, the answer is, "It depends."
Managing long-term-care risk in retirement (Retirement Researcher). "Long-term care stands apart from other retirement expenses because it combines uncertainty, magnitude, and limited external coverage."
Intentional vs. unintentional giving (Jim Dahle, White Coat Investor). "If you give at death, you have precious little control over the circumstances in which the gift is given."
Social Security needs money to fix its shortfall. The question is, who will pay? (CNBC). Who indeed?
How global government debt grew to $111 trillion (2000–2025) (Visual Capitalist). Unfathomable amounts of money.
We hope you have a blessed Good Friday as you reflect on Christ's sacrifice on the Cross. And may you experience a joyous Easter, celebrating His glorious Resurrection!
