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
Continue Reading
Sound Mind Investing's currently recommended Sector Rotation fund has had a good second month. The fund is now up +3.9% in the roughly two months we've owned it. Given that the fund it replaced is down -3.7% over that
Continue Reading
This week's picks for the best in personal finance from around the web — a day early this week because we'll have DAA and Sector Rotation updates tomorrow.
5 myths about retirement (Wall Street Journal). It may happen
Continue Reading
Mark and I were interviewed on separate radio programs recently, tackling questions about today’s economy, student loans, and more.
Navigating today’s stock market
The financial headlines suggest that the stock market has
Continue Reading
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
Continue Reading
The June 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
Continue Reading
This week's picks for the best in personal finance from around the web---a day early this week since the June issue of the Sound Mind Investing newsletter will be ready tomorrow.
Write it down: plan for retirement success
Continue Reading
There’s a common misunderstanding associated with success. Whether looking at someone at the top of their career or a great year in the markets, if you look only at the end result, success looks far easier and less painful
Continue Reading
I'm chatting on the radio today with Howard Dayton and Steve Moore of Compass — Finances God's Way. Our focus is on seasonal investing — the annual seasonality and election cycle patterns, and whether they should impact
Continue Reading
If you could turn back time and start your investing “career” over again, what do you wish you had known then that you know now? The Wall Street Journal recently asked several members of its “Experts” panel something
Continue Reading
