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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Sound Mind Investing's recommended Sector Rotation fund has had a very strong month, gaining more than 10% in June so far, and is now at the top of SMI's SR rankings.
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This week's picks for the best in personal finance from around the web.
The surging stock market: too late to buy? (Wall Street Journal). This year, mutual funds have seen their biggest inflow since 2007.
What's driving
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What will you do for income when you retire? While there are a lot of voices calling for us to save more for our later years, there may be too few calling for us to figure out — and even fewer actually helping us figure
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Let me tell you a story. (I shared this a decade back, but it fits well with today's post so I'm using it again. It's likely most of you weren't SMIers 10 years ago, but even if you were, who can remember that far
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As part of the "fiscal cliff" tax compromise legislation passed on January 1, Congress reinstated taxpayers' ability to take required annual distributions from their IRAs and contribute those withdrawals directly to
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Hey, SMI family... Our buddy Mark Biller left this past weekend with daughter Nicole for a 10-day mission trip to Israel. Prayers for their safety, health, and ministry effectiveness would, I'm sure, be
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The July 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. For the first time since last August, there are no changes to be made within the
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This week’s picks for the best in personal finance from around the web—a day early this week since we’ll release the July issue of the Sound Mind Investing newsletter tomorrow.
Boring doesn’t mean bearish in the stock
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In many ways, automation can add tremendous value to the process of personal money management. However, the increased use of automation in 401(k) and other workplace retirement plans is raising questions about when
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