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Articles from 08/2014

What Will a “Retirement Lifestyle” Look Like for You?

Sometimes, I confess, retirement sounds pretty good! At age 69, I find myself increasingly attracted to the idea of taking an extended break. The freedom to relax and sleep in. And read. And putter in my den. And hang out
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Sighting: Persistence Of Fund Performance

Performance persistence is an important issue for investors because investors and advisers who lean toward active management typically spend a significant amount time studying the past performance of funds in which they
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Brokerage Availability Listings Are, Regrettably, Being Eliminated from the FPR

When you open this month's Fund Performance Rankings, you'll notice that the three columns indicating whether a fund is available at Scottrade, Fidelity, or Schwab are missing. Here's the backstory. Earlier this year,
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Money Roundup: Why Your Own Funds Outperform You, The Stunning Level of Stock Market Indifference, and More

This week's picks for the best in personal finance from around the web. Why your fund's return may be better than yours (Vanguard). Yes, trying to time the market is a big factor. But there's more to the story. Robert
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September 2014 Issue of SMI Now Available

The September 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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Why One of the Worst Financial Mistakes Is Actually One of the Best Money Moves

MarketWatch recently ran an article highlighting what it called the Worst money mistakes you can make at any age. Sitting near the top of the list was a financial trap that would hinder even Houdini, a misstep so severe
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The Value Of Market Explanations

Modern investors have to sort through a lot more nonsense than investors of past ages. Why? Because today we have so much financial media. The existence of multiple 24/7 business and financial news networks, in addition to
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The Impact of Foreign Funds on Upgrading’s Performance

We have an interesting cover article for you this month. It explains several of the reasons that foreign markets must continue to be on the radar of every investor. In short, it's all about global demographics. As we say
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Money Roundup: In Defense of Active Fund Management, Many Investors Even Under-Perform Cash, and More

This week's picks for the best in personal finance from around the web. What could go right for active management (Morningstar). The latest in the growing debate between actively managed mutual funds and index funds.
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Wall Of Worry Keeps Propelling Bull Market Forward

Last week, I noted the deluge of negative market stories warning of bubbles and crashes just around the corner. Apparently it's not just financial journalists who are feeling anxious. As the Wall Street Journal reported
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