Each month, Mark Biller provides a video update for those who invest with SMI Private Client — the separate but affiliated business of SMI Advisory Services that manages individual portfolios. (SMI Advisory Services also
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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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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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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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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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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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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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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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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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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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