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How Prepared Are You for Later-Life Health Care Costs?

When you’re young and healthy, it’s hard to envision how much you'll have to spend on health care costs in your later years. Besides, there will be time to think about that later, right? And yet, as with so many things,
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Strategy Update for May

As you may know, Mark Biller provides a half-hour video update each month for those who invest with SMI Private Client. While the SMI newsletter is targeted at do-it-yourselfers, Private Client offers professional
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Bear Alert Update

SMI's Bear Alert indicator triggered this past Friday. That means the S&P 500 put in its first weekly (Friday) close at a level more than -15% below the prior high. That high was set a little more than four months ago on
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Money Roundup: 2 Types of Bear Markets, Lessons Learned, and More

The markets may be in a tizzy, but "consider the lilies of the field, how they grow: they neither toil nor spin, yet I tell you, even Solomon in all his glory was not arrayed like one of these" (Jesus in Matthew 6:28-20).
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Maintaining Perspective

Everyone take a deep breath. It's been ugly out there the past three days. Four months into this bear market, we finally got the first whiff of real fear and perhaps a little capitulation selling yesterday. There are two
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Now Available: Personal Portfolio Tracker & Fund Performance Rankings With Data Through 4-30-22

We've updated SMI's online Personal Portfolio Tracker with performance data through April 30, 2022, and we've posted the May update of our Fund Performance Rankings (FPR). If you're new to the Tracker and FPR, here is an
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Money Roundup: Bad Markets Happen to Good Investors, What the Happiest Retirees Know, and More

Some of the best investing and personal finance articles from around the web. This is where dragons lurk (The Irrelevant Investor). Saying goodbye to a long-running bull market can take investors through something very
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And So It Begins

The big day is finally here — Fed day, the day everyone expects the Fed to begin tightening conditions in earnest. This has been long telegraphed, as modern central banks seem to hate surprising investors. But it's still a
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Debt and Lack of Financial Knowledge Holding People Back From Retirement Preparedness

The latest installment in one of the longest-running retirement preparedness studies points to too much debt and too little financial knowledge as among the most significant retirement roadblocks. The Employee Benefit
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Sector Rotation – May 2022 Update

There is no change to the official SR recommendation for May. 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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