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Earth Day and Good Stewardship

I woke up today to the sound of a garbage truck making its way down our street. After scrambling to get our garbage out, I glanced at the headlines of the day and realized it’s Earth Day.
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Money Roundup: Take Another Look at Your 1040, Why Economic Data Is Often Mystifying, and More

We're bringing you the Roundup a day early this week. Tomorrow is Good Friday and our offices will be closed. Have a blessed Easter, celebrating the resurrection of our Lord. He is risen!
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Investors at Risk, but of What?

I came across an article this week by Eugene Steuerle, warning of "the biggest bubble yet." We read lots of articles and see lots of claims, but this one grabbed my attention due to the following graphic, showing the
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Promises Made, Promises Broken: What Went Wrong With the Income Tax

"The Congress shall have power to lay and collect taxes on incomes, from whatever source derived, without apportionment among the several States, and without regard to any census or enumeration." – The Sixteenth Amendment
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Money Roundup: Managing Sequence of Returns Risk, Lessons From Five Crashes, and More

Some of the best investing and personal finance articles from around the web. The best way to manage sequence risk (Financial Planning – Michael Kitces). You have an investing strategy, but do you have a spending
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In Pursuit of Better Savings Account Yields

In our household, we recently made some changes in where we keep our savings that I thought might be of interest.
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Now Available: Personal Portfolio Tracker and Fund Performance Rankings With Data Through 3-31-19

We've just updated SMI's Personal Portfolio Tracker and our monthly Fund Performance Rankings report with mutual-fund performance data through March 31, 2019. The Portfolio Tracker: The online Tracker personalizes SMI's
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Roundup: A Proposed Tax on Investors, a Question That Gets Way Too Much Attention, and More

Here is our first-weekend-in-April roundup of articles on investing, personal finance, and stewardship: Sen. Ron Wyden proposes annual capital gains tax (Fiscal Times). Investors would pay a levy each year based on the
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“What Wealth Does to People”

A friend alerted me to a fascinating piece posted at The Cut, a New York magazine website for "women with stylish minds." (Needless to say, it's not the sort of site I typically visit.) The article is an interview with
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“All Clear” Signal Sounds, But Is it Really?

SMI's "All Clear" signal has sounded. But we'd caution against putting too much weight on this indicator. Here's why.
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