We’re posting the Roundup early since Friday is a holiday. (Tomorrow, look for the monthly strategy updates for DAA and Sector Rotation.)
Happy New Year!
Should you buy an all-time high? (Nick Maggiulli, Of Dollars And Data). This won’t surprise SMI readers, but all-time highs tend to be a bullish indicator — at least in the near term.
The biggest market comeback of the year (Ben Carlson, A Wealth of Common Sense). Small caps are now outperforming large caps. Who saw that coming?
How your second stimulus check will differ from the first one (Kiplinger). The article includes an easy-to-use "Second Stimulus Check Calculator."
What money can buy (Jonathan Clements, Humble Dollar). A thought-provoking list.
Institutional vs. retail investors: What’s the difference? (SoFi Invest via MSN Money). Demystifying some common investing lingo.
Social Security and Medicare: Key things to know in 2021 (Paul Brandus, MarketWatch). An overview of the SS cost-of-living adjustment, higher tax ceiling, etc.
2021 tax brackets — how they actually work (Jim Dahle, The White Coat Investor). Your marginal tax rate isn’t the same as your effective tax rate.
Who pays income taxes (National Taxpayers Union Foundation). Recently released data show the first full-year impact of the 2017 tax-cut law. Short version: The top earners paid more, the bottom earners paid less.
What to do with unwanted gift cards (U.S. News). "Re-gifting" is an option, so is trading in an unwanted card for one you can use.
Is the stock market open on New Year’s Eve 2020? (Kiplinger). This piece lists U.S. market holidays (stock and bond markets) for 2021.
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