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Articles from 11/2014

Sector Rotation - December 2014 Update

Sector Rotation is a high-risk/high volatility strategy. While its peaks and valleys have been higher and lower than all other SMI strategies, it has generated especially impressive long-term returns. Sound Mind
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DAA - December 2014 Update

DAA is a core portfolio strategy that is 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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Money Roundup: Making Money Last, An Illustrated Guide to the Wall of Worry, and More

This week’s picks for the best in personal finance from around the web. Making your money last: two contrasting approaches (Wall Street Journal). How well would you sleep knowing you had a 10% chance of outliving your
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Answering Your Questions about SMI’s New Site

As you might imagine, it's been a hectic few days here at SMI! Our new site went live on Friday night. We didn't announce it via email at the time because we wanted to continue catching/fixing the various issues that any
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Helping Kids Get Started With Investing

In a recent post, Austin asked what topics you’d like to see discussed more frequently on the blog. Several people said they’d like to see more about how to help kids get started with investing. So… When are kids ready to
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On The Whys and Wherefores of SMI’s Bond-Fund Recommendations

Last week, I posted a request for blog readers to submit ideas for future blog topics. Thanks to those who took the time to do so! One of the recurring themes was a desire to receive more commentary on fixed-income
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Money Roundup: What Investing Tells You About Yourself, What Market Rallies Tell You About Investing, and More

This week’s picks for the best in personal finance from around the web. What the stock market can teach you about your own personality (The Guardian). “Investing isn’t just a test of strategy — it’s a test of
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Help Persecuted Christians In The Middle East: SMI Advisory Services Will Match Your $1 Gift with $2 of Its Own

This summer, the world was horrified to watch the brutal advance of the Islamic State (IS, or ISIS) across Syria and Iraq. The tales of murder, rape, and abuse of every kind seem almost too horrible to be possible, and yet
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Career Management Advice From Rory McIlroy

In an interview right after winning this year’s PGA Championship, Rory McIlrory made an interesting comment about how he prepares for a new season. With his eyes set on the next major championship, the Masters, which is
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Checking In On SMI’s Optional Inflation Hedges

Many people have been extremely concerned about inflation since 2008, when the Federal Reserve started rapidly increasing the money supply. I'm not going to go into a ton of detail on this today, but suffice it to say the
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