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Annual Seasonality Buy Signal Triggered – Fall 2019

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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Thrifty Couples Are the Happiest

While thumbing through some old blog posts today, I found this one I wrote a decade ago. It definitely has information worth repeating! Research from the National Marriage Project at the University of Virginia shows that
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Money Roundup: Fidelity Joins the $0 Commission Crowd, A Closer Look at Commission-Free Trading, and More

Our latest picks for the best investing and personal finance articles from around the web. Fidelity follows rivals in cutting online trading commissions to zero (Reuters). The only broker rated "excellent" for use with
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Your Worldview Matters, Part 2

There was no plan to write a follow-up to yesterday's Your Worldview Matters post. But today's revelations about Ken Fisher are too on point to not bring them into the discussion. According to this MarketWatch report,
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Your Worldview Matters

An interesting spat unfolded Saturday on financial Twitter. It started with a tweet from Nobel Prize winner / NY Times columnist Paul Krugman, essentially arguing that national debt doesn't matter. Another financial
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Now Available: Personal Portfolio Tracker & Fund Performance Rankings With Data Through 9-30-19

SMI's Personal Portfolio Tracker and the monthly Fund Performance Rankings report are now available with performance data updated through Sept. 30, 2019. The Portfolio Tracker: The online Tracker personalizes SMI's fund
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Financial Regrets — We Have Probably All Had a Few

Are there any financial decisions you’ve made where you wish you could have a do-over? Are there steps you took — or didn’t take — that you would change if you could? In a recent New York Life survey, 2,200 adults were
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In the Battle of the Brokers, the Gloves Are Off

Two titans of the brokerage business climbed into the ring this week for another round of the investing industry's long-standing price fight — this time with the gloves off. On Monday, Charles Schwab announced it would
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DAA – October 2019 Update

There are no changes to the DAA lineup for October. 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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