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Articles from 02/2014

March 2014 Issue of SMI Now Available

The March issue of the SMI newsletter has been uploaded to the website. You can browse all of the new content via the table of contents page. Readers following our Fund Upgrading strategy are advised of the following
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How Well Could Your Spouse Manage Your Family’s Investments?

Sorry for the unpleasant question, but... If you died today, what would happen to your investments? While we’re still in the early stages of analyzing responses from our recent member survey (thank you to all who took
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ETFs vs. Traditional Mutual Funds

For years, SMI was slow to embrace ETFs (short for exchange-traded funds) primarily due to the fact that we felt their very structure encouraged investors to trade more. Research has long shown that individual investors
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Win A Copy of the Newly Released 6th Edition of the SMI Handbook

What's your biggest investing mistake? In articles listing the steps you must take to be successful in your investing, one that is almost always included is: Avoid making major mistakes. That's why having a specific plan
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Enhanced Just-the-Basics Fidelity Fund List

You can add other Fidelity funds to your universe if you wish. In our view, the list contains a substantial and sufficiently broad number of funds to choose from, so adding additional funds is purely
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Money Roundup: Retiring to Your Own Business, An Inconvenient Truth About Annuities, and More

This week’s picks for the best in personal finance from around the web. For many older Americans, an enterprising path (NY Times). How retirement can provide an opportunity to pursue long-held dreams, and maybe even
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Today Is Not 1929

Sometimes I wonder if I should even bring up things that are potentially frightening and you may not even be aware of otherwise. Today is one of those times...but it involves cool charts and pretty pictures, so I'm going
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Financial Love and Respect

With 20 years of ministry experience, a PhD in family studies, a Master’s of Divinity degree, and a Master’s degree in communication, Emerson Eggerichs was a knowledgeable, experienced, and effective pastor.  But one day,
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Is Tapering Actually Tightening?

And more importantly, why should you care? Last December, Fed President Ben Bernanke assured the financial markets that the tapering of asset purchases under its Quantitative Easing program (i.e., pumping less stimulus
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Money Roundup: Rethinking Investment Risk in Retirement, The Wisdom of Thinking Long-Term, and More

This week's picks for the best in personal finance from around the web. How much stock should you own in retirement? (Wall Street Journal). Three asset allocation ideas for investing in your later years---all of which
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