Home >Articles

Articles from 11/2014

Active vs. Passive Investing – SMI on the Radio

SMI Executive Editor Mark Biller is on the radio today with Howard Dayton and Steve Moore of Compass — Finances God’s Way. The focus of their conversation is a closer look at active vs. passive investing. They define the
Continue Reading

Warning: Don’t Mix Politics With Your Investing

It's election day, so as a follow-up to Austin's piece yesterday, I thought I'd briefly touch on an important investing lesson: don't mix politics and investing. Doing so will usually leave you poorer. This might seem
Continue Reading

Tomorrow’s Elections and the U.S. Economy

The polling seems to indicate there may be a new Republican majority in the U.S. Senate. If that comes to pass, what impact will that have on the U.S. economy and markets? Who knows, right? But looking at the current
Continue Reading

New Fund Recommendations for November 2014

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

Valuing Non-Cash Donations – They’re Worth More in Tax Savings Than You Might Think!

In 1917, members of Congress worried that a tax increase imposed to fund America's involvement in World War I would prompt people to cut back on donations to charity. So, along with the tax increase, Congress created a tax
Continue Reading

Potentially Big Savings on Taxes While Helping a Favorite Charity

Many stocks and mutual funds have increased in value over the past years. If you have been one of the beneficiaries of this happy trend and are considering some additional year-end giving, contribute some of your stock or
Continue Reading

Thankful!

My thoughtful and wonderful wife (49 years and counting!) came up with a great birthday surprise for me this year. She was inspired to invite friends and family to not only send greetings, but to also share what my life
Continue Reading

How to Make Rational Investing Decisions

In investing, you will occasionally experience setbacks, confusion, frustration, uncertainty, anxiety, and disappointment. It's inevitable. How you respond to events and to your emotions will be a key factor in your
Continue Reading

3rd Quarter Review: Big Is Beautiful (But Nothing Else Is)

In this recurring column, we take a look back at how the markets and SMI's investing strategies performed in the quarter recently completed. [Editor's note: The market pullback of early October has dramatically altered
Continue Reading