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Making Your Own ‘What To Do If…’ Plan

In the January issue of the SMI newsletter, we ran an article that recommended taking a “fiscal health day.” The idea is to take a day off from work to catch up on your financial chores and tackle all of those
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Now Available: Personal Portfolio Tracker and Fund Performance Rankings with Data through 12-31-16

SMI's Personal Portfolio Tracker and monthly Fund Performance Rankings report have been updated to reflect mutual-fund performance data current through 12/31/2016. The Tracker and FPR are typically updated monthly between
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Money Roundup: More Important Than Dow 20,000, How Market Crashes Happen, and More

This week’s picks for the best investing and personal finance articles from around the web. Bill Gross: There’s a level way more important than Dow 20,000 (Business Insider). Why the 10-year Treasury yield may matter
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Do You Know What’s in YOUR Portfolio?

Asset allocation is one of the most boring topics on earth. Bring it up in polite conversation or in front of a group of workshop participants and it won’t be long before eyes glaze and an epidemic of yawning breaks
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Money Roundup: An Anti-Forecaster Looks Ahead, Naming Beneficiaries Wisely, and More

This week’s picks for the best investing and personal finance articles from around the web. What history tells us about your investments in 2017 (Washington Post). What an anti-forecaster sees when he looks at the year
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New Year, Same Concerns About This Market

If I had to write everything I think I understand about stock market cycles on an index card, this would be it:
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DAA — New Recommendations For January 2017 (Part 2)

There is a second change to make to DAA for January. 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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DAA — New Recommendations For January 2017 (Part 1)

There is one "for sure" change to make to DAA for January. There is also a good chance of a second change that will be announced later this afternoon. Read on for the full details. DAA is a core portfolio strategy that is
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Sector Rotation - January 2017 Update

Sector Rotation is a high-risk/high-volatility strategy. While its peaks and valleys have been more extreme than SMI's other strategies, it has generated especially impressive long-term returns, as discussed in Sector
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Money Roundup: The Year Market Forecasters REALLY Got It Wrong, Less is More, and Other Articles

This week’s picks for the best investing and personal finance articles from around the web—a couple of days early this week since we'll have strategy updates on Friday. The big lesson from 2016 for your retirement
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