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Catching Up on Retirement Savings

Way back when, you may have learned this formula in a math or science class:  P=F/A — pressure equals force divided by area.  Think of the difference between a garden-hose nozzle on the "shower" setting and a pressure
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Money Roundup: Over-Thinking the Yield Curve, Statistics Will Only Get You So Far, and More

Our latest picks for the best investing and personal finance articles from around the web.
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SMI on the Radio: A Quick Primer on ETFs (audio and transcript)

Investors increasingly are using exchange-traded funds (ETFs) in place of — or in addition to — "traditional" mutual funds. SMI executive editor Mark Biller offered a quick primer on ETFs yesterday on Moody
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A Road Map to Retirement Plans for Small-Business Owners

Did you know that according to the National Center for Health Statistics, the average 65-year-old man today can expect to live at least 18 more years, while his similarly aged wife can expect to live more than 20 more
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Now Available: Personal Portfolio Tracker and Fund Performance Rankings With Data Through 6-30-18

We've just updated SMI's Personal Portfolio Tracker and our monthly Fund Performance Rankings (FPR) to reflect final mutual-fund performance data through June 30, 2018. (We try to post the Tracker and FPR updates between
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How Recession-Ready Are Your Finances?

Every day seems to bring new headlines about the next recession — what will cause it, when it will hit, and how bad it will be. Today, for example, MarketWatch is prominently displaying this article: "Why a major trade war
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Money Roundup: A New Salvo in the Free-ETF Battle, First-Half Returns for 2018, and More

Summertime is in full swing! So relax, grab an iced tea, and enjoy this collection of worthwhile reads on investing, personal finance, and stewardship.
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Remembering Larry Burkett

A friend of mine died 15 years ago today — July 4, 2003: Larry Burkett. From the mid-1970s until his death nearly 30 years later, Larry was the nation's premier teacher on the topic of Christian financial discipleship.
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Money Roundup: A Retirement Surprise, What Matters Most When Withdrawing From Retirement Accounts, and More

Our latest picks for the best investing and personal finance articles from around the web — a rare Monday edition since we had strategy updates last Friday.
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DAA – New Recommendation for July 2018

There is one change to the DAA lineup for July. Read on for the full details. DAA is a core portfolio strategy that is designed to help SMI readers share in some of a bull market’s gains, while minimizing (or even
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