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 shows the nominal return for
This post contains a short form spreadsheet you can use to Recalculate your Safe Spending Amount (SSA) for spending for 2024. This sheet has an added column to last year’s sheet, since none of us could calculate to a real increase this year. If we