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Articles from 03/2014

DAA - April 2014 Update

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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Sector Rotation - New Recommendation for April 2014

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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Money Roundup: The Economics Nobel Laureate is a Market Timer, All Retirement Risks On One Chart, and More

This week's picks for the best in personal finance from around the web. Robert Shiller's Nobel knowledge (Wall Street Journal). This year's co-winner of the Nobel Prize in economics talks about the benefits of bubbles,
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Don’t Be An April Fool - This Joke Not Funny

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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Why So Many Kids Know So Little About Money

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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New Fund Recommendations for April 2014

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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Where Are We In The Bull Market Cycle?

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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Tapping the Hard-Earned Wisdom of Retirees

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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April 2014 Issue of SMI Now Available

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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Money Roundup: Lessons From Bill and Melinda Gates’ Estate Plan, Market Cycles and Their Impact on Investor Sentiment, and More

This week’s picks for the best in personal finance from around the web—a day early this week since we'll have the new issue announcement Friday. Bill and Melinda Gates aren’t leaving their kids billions (Wired). You may
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