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Articles from 11/2014

What Would You Like to See Discussed?

Hey, SMIers! For reasons that will be revealed next week, we’re short on time around here these days. (No begging in the Comments. I’m not going to tell you what’s coming. Patience is a virtue and a fruit of the
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Money Roundup: Investing In An Era Of Cautious Optimism, The Much Hated Bull Market Marches Higher, and More

This week’s picks for the best in personal finance from around the web. What goes up must at least slow down (NY Times). On election night, many a candidate expresses “cautious optimism.” Right about now would be a good
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Pondering Sector Rotation

What is the appropriate role of Sound Mind Investing's Sector Rotation strategy within a reader portfolio? The general question on readers' minds seems to go like this: If a little SR is a good thing, wouldn't more SR be
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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
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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
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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
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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
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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
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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
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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
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