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Happy 40th, 401(k)

This year marks the 40th anniversary of the 401(k) retirement savings account. Well, technically, it’s the 40th anniversary of the Revenue Act of 1978, which is what made such accounts possible, with section 401(k) of the
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Money Roundup: Rising Investor Optimism, Things You See During Every Market Correction, and More

For your reading pleasure, here's our latest collection of interesting articles related to investing, personal finance, and stewardship:
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Just Released: Personal Portfolio Tracker With New Responsive Interface for Smartphones and Tablets

We've just updated SMI's Personal Portfolio Tracker as well as our monthly Fund Performance Rankings to reflect mutual-fund performance data through Oct. 31, 2018. But that’s not all. As of today, the Tracker is now
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Ballot Box Stewardship

Nearly a decade ago, a friend of mine ran for mayor. He was a reputable man and a good candidate, so I helped him out with his campaign. He was also the challenger, running against a two-term incumbent. Everyone suspected
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Money Roundup: How Shiller Sees the Market, The Lessons of Market History, and More

Our latest picks for the best investing and personal finance articles from around the web.
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Annual Seasonality Buy Signal Triggered – Fall 2018

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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DAA – November 2018 Update

There are no changes to the DAA lineup for November. 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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Sector Rotation – November 2018 Update

There is no change being made to the official SR recommendation for November. 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
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Putting the Bucket Approach to the Test

Just as significant market drops, such as the one we experienced last week, give all of us investors an opportunity to see how risk tolerant we really are, they also provide a valuable chance to see how having — or not
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Bond Upgrading – New Bond Recommendations for November 2018

The SMI Bond Upgrading strategy debuted at the beginning of 2015. This approach involves investing half of the bond portfolio in two “core” funds which do not change. These two funds provide stability to the portfolio. The
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