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Articles from 06/2014

DAA - July 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 - July 2014 Update

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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Money Roundup: Clamoring to Join the Crowded Stock Market Party, a Portfolio is Not a Plan, and More

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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Lifetime Income: The “Biggest Retirement Challenge of Our Age”

 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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The Risks of Investing Based on Market Expectations

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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Sighting: Qualified charitable distributions make a comeback (From Vanguard)

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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Prayer Request for Mark's Missionary Adventure

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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July 2014 Issue Of SMI Now Available

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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Money Roundup: Boring Doesn’t Mean Bearish, How Warren Buffett Keeps Score, and More

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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Financial Automation: Can It Go Too Far?

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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