Years ago I contributed to a CMU (Carnegie Mellon University) fund to honor John R. Thorne. I received a short report on the performance of that fund this week. I quickly calculated 10% return the last year. That led me to the annual report

I had a very good picture of our 2025 tax return by January 10 this year. I think you can get a very good picture of your return in about an hour. I’m actually looking forward to completing our return this year!!!

1) I

Nope. Inflation reported Tuesday shows a small uptick in inflation for December, but inflation over the last six months is not much different from prior months. Our annual rate of inflation is about 2.6%, and this is not much different than the last six-eight months.

I like arranging the most recent calendar year returns in the 3 by 3 matrix of the Investment Style Box. I get a snapshot of what outperformed and what underperformed the US stock market as a whole. This post is a repeat of the