Happy New Year! 🎉 🥳 Let’s see how the year went for the broad asset classes that I track. Per Morningstar, here are the total annual returns (includes ...

Here’s my Year End 2024 update for our primary investment holdings, including all of our combined 401k/403b/IRAs and taxable brokerage accounts but ...

The historical average investment return by asset class for the last 40 years might surprise you.You have many options when choosing a vehicle for your ...