DAA is a core portfolio strategy that’s designed to help SMI readers share in some of a bull market’s gains, while minimizing (or even preventing) losses during bear markets. The strategy involves using exchange-traded
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We knew it wouldn't last forever, but after two years near the top of Sound Mind Investing's Sector Rotation rankings, I must admit I was surprised to see our recommended fund fall out of the top quartile so rapidly during
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Retirees who turned age 70½ last year are running out of time to avoid one of the tax code's more draconian features: the 50% penalty for failing to take mandatory "Required Minimum Distributions" (RMD) on any applicable
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We can lecture our kids, coach our kids, get tutors for our kids---all of which might have an impact. But as any experienced parent knows, when it comes to teaching kids about many subjects, more is often caught than
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Our most aggressive core strategy, Fund Upgrading is a “momentum” strategy premised on the idea that recent past performance tends to persist. The strategy has you diversify your portfolio across five stock fund “risk
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Jean-Paul Rodrigue, a professor at Hofstra University, put together a slightly different chart than we've shown before of the stages of a bull market (via The Reformed Broker). Naturally, seeing a chart like this
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Last week, Matt posted Many Workers Blindly Optimistic About Retirement. Among other facts, it included a survey result that only "55% of today’s workers are somewhat or very confident about having enough money to live
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The April 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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An increasing number of today’s workers are confident they’re headed toward a secure, comfortable retirement. But how they feel about their future is far different from how prepared they are. That was the main finding from
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We're busily writing the April issue, but I didn't want the occasion of the bull market entering its sixth year to pass by unmentioned this week. The current bull began on March 10, 2009 — hard to believe it's been five
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