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Money Roundup: When Enough Really Is Enough, The Challenge of Holding On During a Bull Market, and More

This week’s picks for the best investing and personal finance articles from around the web — a day early this week because we'll have updates for Dynamic Asset Allocation and Sector Rotation tomorrow. When ‘enough’
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Stock Upgrading — New Fund Recommendations for May 2017

Our most aggressive core strategy, Stock Upgrading is a “momentum” strategy premised on the idea that recent past performance tends to persist. The strategy has you diversify your portfolio across five stock fund “risk
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Time and Inflation: Your Portfolio’s Best Friend vs. Its Worst Enemy

Time is Archimedes’s lever in investing. Archimedes is often quoted as saying, “Give me a lever long enough and a place to stand, and I can move the earth.” In investing, that lever is time (and the place to
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First Quarter Report: The Bull Market Marches On

To the surprise of many, the post-election rally extended into the new year, with stocks rising mildly in January before pushing forcefully higher in February. While the market leveled out in March, the first quarter as a
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Investing With the Long-Term in Mind

In reading through Winning the Loser’s Game, source of this month’s cover article, I was especially taken by a chapter titled simply “Time” (much of which we included in the excerpt). It’s not that what Ellis wrote was new
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A SMarT Way To Boost Your Saving and Investing

Today’s American workers are being forced to shoulder a much higher level of responsibility regarding their retirement finances than past generations. With Social Security projections showing significant shortfalls
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“We Can’t Live On One Income!”

It’s been more than 20 years since this article was first published in Sound Mind Investing, yet it’s as timely and relevant as ever. We trust it will be a great encouragement to anyone considering going from two incomes
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When Premarital Agreements May Be Appropriate

John, age 60, lost his wife to cancer four years ago. He remarried last year. He now finds that he also has cancer. When he visits his attorney to update his will, he learns that, unless his new wife agrees to a change,
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The Dangers of Getting Out and Other Points to Ponder

Reasons for caution “If there is no recession by 2020, we will have lived through the first decade in 120 years without one. But for that to happen, everything has to go right.” — John Mauldin, chairman of Mauldin
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It’s Always Something, Oui?

To be a stock market investor is to suffer through a daily onslaught of confusing and misleading headlines. Even for those who try to tune out the noise, it’s impossible to completely ignore the chattering class of market
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