Monthly Older Posts: January 2022

Have you completed your tasks to complete your 2021 tax return?

I used to be THE MOST DISORGANIZED, tardy person in gathering the information needed to complete our tax return. I procrastinated and was very late in filing returns. It eventually became an all-consuming, stressful task to file our returns. I’m probably over-organized and over-detailed now,

What segments of US stocks outperformed in 2021?

I like looking at Vanguard’s Style Box (I call it a Nine Box.) at the end of the year to get a snapshot of what outperformed and what underperformed the US stock market as a whole. This post shows 2021 results. It was obviously a

What is your benchmark for returns for 2021?

It’s a week or two past the time of year that most of us judge how well our portfolios performed for the past calendar year. This post shows the nominal and real returns Patti and I earned on our portfolio in 2021and over the past

Will 2022 be a good year or the start of the Most Harmful Sequence of returns in history?

You can find predictions for the stock market ranging from 2022 as the start of the Most Harmful Sequence of returns in history to it’s going to be a normal year. Morningstar and others predict we are very close to THE STEEPEST drop in stocks

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