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Articles from 01/2014

Money Roundup: A Scary Outlook for Gold, A Chart to Calm the Fears of Jittery Market Watchers, and More

This week's picks for the best in personal finance from around the web. The incredible gold-interest rate correlation (MarketWatch). How low could gold go? Cash reserves can extend nest egg's life (Fidelity). You won't
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How to Choose the Best Health Savings Account

I mentioned recently that my wife and I have been giving our finances a thorough review, looking for missed opportunities, ways to simplify, and other improvements. That led to a change in where we keep our savings. And
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No Matter the Cost

I was recently challenged anew by this devotional, written long ago by old friend Larry Burkett: Nothing prohibits Christians from obeying God more than the tug of material comforts. Once we have adjusted to a lifestyle
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Adding MACD to Seasonality

One of the greatest inefficiencies in the supposedly efficient stock market is the incredible disparity in returns produced over the past half-century during the six-month favorable (November-April) and unfavorable
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Introduction to Annual Seasonality

[Editor's Note: This is an old article, originally published in 2002, but we keep it available as an introduction to the annual seasonality concept. Much has changed since then at SMI however. We now believe that our newer
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Money Roundup: A Surprising New Take on Investing After Retirement, The Role of Luck in Investing, and More

This week's picks for the best in personal finance from around the web. What you know about retirement investing is wrong (Wall Street Journal). New research proposes a u-shaped asset allocation path for retirees. Gold
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SMI Sector Rotation Torches the Competition

Mark Hulbert reported yesterday on something many Sound Mind Investing readers already know: Sector Rotation (SR) strategies have been hot! Hulbert noted that out of more than 500 newsletter portfolios he monitors, nine of
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Making Saving Easier and More Profitable

After putting our household finances through a pretty thorough review since the start of the New Year, my wife and I have decided to change where we keep our savings. Previously, we had a savings account at the same bank
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Pop Quiz!

For some of us, it's been many years since we've felt the adrenaline rush of walking into a class and hearing the teacher declare "Pop Quiz!" Because I'm a giver, I thought I'd help you experience that surge of excitement
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Matthew’s New Path

This post is a little different from our usual fare. It concerns a change in the SMI staff. My son Matthew, who has served as our Director of Operations for the past 10 years (helping streamline back-end processes, craft
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