This year marks the 40th anniversary of the 401(k) retirement savings account. Well, technically, it’s the 40th anniversary of the Revenue Act of 1978, which is what made such accounts possible, with section 401(k) of the
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For your reading pleasure, here's our latest collection of interesting articles related to investing, personal finance, and stewardship:
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We've just updated SMI's Personal Portfolio Tracker as well as our monthly Fund Performance Rankings to reflect mutual-fund performance data through Oct. 31, 2018.
But that’s not all. As of today, the Tracker is now
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Nearly a decade ago, a friend of mine ran for mayor. He was a reputable man and a good candidate, so I helped him out with his campaign. He was also the challenger, running against a two-term incumbent.
Everyone suspected
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Our latest picks for the best investing and personal finance articles from around the web.
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This post has the potential to be confusing, especially for newer readers. So let me begin by saying that if you don't know what the term "annual seasonality" means, you can safely ignore everything written here.
For
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There are no changes to the DAA lineup for November. 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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There is no change being made to the official SR recommendation for November. 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
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Just as significant market drops, such as the one we experienced last week, give all of us investors an opportunity to see how risk tolerant we really are, they also provide a valuable chance to see how having — or not
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The SMI Bond Upgrading strategy debuted at the beginning of 2015. This approach involves investing half of the bond portfolio in two “core” funds which do not change. These two funds provide stability to the portfolio. The
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