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Money Roundup: What to Make of the Market’s Rally, What Investors Can’t Do, and More

Some of the best investing and personal finance articles from around the web. Nasdaq bull market? A history of head fakes says it’s too early to celebrate (MarketWatch). Rallies similar to the one we’re currently
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Two Steps Forward, One Step Back

In 1970s Redux?, we recently took a look at the long "plateau" periods the stock market periodically goes through between big, secular bull markets. The key chart from that article was this one:
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What’s Your Money Mindset?

When I used to teach biblical money management workshops on a regular basis, I would often use an exercise designed to help people see what money-related assumptions they had. I would tell participants to imagine that
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Money Roundup: The Price of Admission, Tax Breaks for Retirees, and More

Happy Friday! Here's our weekly Roundup of articles on investing, personal finance, and stewardship. The price of admission (Ben Carlson, A Wealth of Common Sense). It's been nearly a decade-and-and-a-half since we've
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Now Available: Personal Portfolio Tracker & Fund Performance Rankings With Data Through 7-31-22

We've updated SMI's online Personal Portfolio Tracker with performance data through July 31, 2022, and we've posted the August update of our Fund Performance Rankings (FPR). If you're new to the Tracker and FPR, read the
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Bear Market Exhaustion

Anybody feeling tired yet? As we enter the eighth month of this bear market, I'm feeling the exhaustion creeping in. That's amplified by the fact that we've had this head-scratching rally that keeps...running...higher,
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Using I-Bonds to Save for College

With inflation running hot, inflation-linked U.S. government "Series I" bonds are the best deal going in the fixed-income universe. So it's not surprising that I-Bonds have become attractive for education-related
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DAA – New Fund Recommendation for August 2022

There is one change to the DAA lineup for August. Read on for the full details. DAA is a core portfolio strategy designed to help SMI readers share in some of a bull market’s gains, while minimizing (or even preventing)
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Sector Rotation – August 2022 Update

There is no change to the official SR recommendation for August. Read on for the details. Sector Rotation is a high-risk/high-volatility strategy. While its peaks and valleys have been more extreme than SMI's other
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Money Roundup: A Giant Distraction, Finding Missing Money, and More

We're rolling out the Roundup a day early this week. Tomorrow, Mark will post the monthly strategy updates for DAA and Sector Rotation. A giant distraction to the business of investing (Ben Carlson, A Wealth of Common
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