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Articles from 12/2014

DAA - January 2015 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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Sector Rotation - January 2015 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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To Go Big In 2015, Think Small

Goal setting is all the rage this time of year. Unfortunately, so is bashing the practice. Some have become tired of the whole New Year’s resolutions routine.  It seems trite to them, unproductive. It’s cool to be
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The Most Popular Sound Mind Investing Articles From 2014

‘Tis the season for top 10 lists, which prompted us to take a look at the most popular Sound Mind Investing articles from 2014. They were identified based on the number of pageviews they generated as determined by Google
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Merry Christmas to the SMI Family of Readers!

Things will be fairly quiet here at SMI this week and next as several of us take some time off.  For those following our Dynamic Asset Allocation or Sector Rotation strategies, the latest recommendations will be posted on
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Christmas Holiday Hours + On-Line Assistance

The Sound Mind Investing office will be closed on Wednesday, December 24, for the Christmas holiday, and reopen on Monday, December 29. If you need assistance in any of the following areas, please follow the instructions
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2015 Contribution Limits, Deductions, and Other Rule Changes

A new year usually brings a number of changes that impact our personal financial planning, and 2015 is no exception. Here’s a guide to some of the more significant changes. Retirement Plans If you participate in a 401(k),
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When Incurring a Fund Distribution Is a Good Thing

In the December issue, we explained How Fund Distributions Affect Fund Share Prices. In it, we made this point: "Before making a major purchase of shares in any mutual fund, check the fund’s website to see (1) if a
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Money Roundup: Interpreting The Fed’s Words on Rates, Why Temperament Trumps Investing Skill, and More

This week’s picks for the best in personal finance from around the web - a day early this week since the January newsletter will go live tomorrow. One Fed statement, two divergent readings (CBS MoneyWatch). When the Fed
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You CAN Handle The Financial Truth

Contrary to the famous movie quote, “You can’t handle the truth,” the bigger problem for many people when it comes to their finances is finding out the truth. Clearly that’s the case with the financial press. On December
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