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Money Roundup: Getting Comfortable With Volatility, The Breadth of Biblical Stewardship, and More

Here is SMI's weekly Roundup of recent reads on investing, personal finance, and stewardship (plus a little bit of public policy info). We hope you find these articles helpful.
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SMI on the Radio: Retirement Savings in a Time of Super-Low Interest Rates (audio & transcript)

Historically, retirees have sought the safety of bonds for much of their retirement savings. But with bonds yielding so little — a situation likely to continue — what's a retiree (or near-retiree) to do? SMI's executive
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Even a Tiny Bit of Extra Income Can Cause Your Medicare Premiums to Rise

A "tax threshold" is a point at which a taxpayer crosses from one level of taxation to another. Something similar happens with Medicare. Above a certain level of income, the premiums charged for Medicare Part B go up.
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Money Roundup: Financial Planning in the Time of Covid-19, Change is the Only Constant, and More

Some of the best investing and personal finance articles from around the web. What the coronavirus means for the future of financial planning (Morningstar). A deep dive on how the pandemic could influence how you think
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Forced Further Out on the Risk Curve

To the average investor, the most important star in the investment sky is the stock market. While the behavior of the stock market is certainly important, it's the shifting nature of the bond market that has driven
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Financial Goals and Systems: Can One Exist Without the Other?

A number of years ago, Dilbert cartoon strip creator Scott Adams penned a Wall Street Journal article that sparked some debate about the value of goal-setting. He didn’t pull any punches, telling readers, “Goals are for
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Money Roundup: What Not to Do in a Low-Yield Environment, Schwab Ties the Knot with TD Ameritrade, and More

Here's our Roundup for an early autumn weekend. We hope you find these articles interesting and helpful.
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Now Available: Personal Portfolio Tracker & Fund Performance Rankings With Data Through 9-30-20

We've updated SMI's Personal Portfolio Tracker and monthly Fund Performance Rankings with performance data through Sept. 30, 2020. • The Portfolio Tracker: Using the online Tracker, you can personalize SMI's fund
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Finding Better Savings Rates

As detailed in our October issue, money-market mutual funds have fallen on hard times. That's a shame. Here's a quick primer on money funds from The Sound Mind Investing Handbook: [You can lend your money to] "big time"
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Money Roundup: The Head of the Fed Matters More, What Half of Retirees Wish They Had Done, and More

Some of the best investing and personal finance articles from around the web. Is the stock market rooting for Trump or Biden? (NY Times). “The market cares less about who leads the free world than who leads the
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