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Articles from 12/2014

News Concerning SMI’s Bear Alert and Optional Inflation Hedges Strategies

I want to update our members on two changes that we are making with respect to these two strategies. First, SMI's "Bear Alert" (BA) indicator is alive and well. (Those unfamiliar with the BA can learn more here.) It's
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Money Roundup: The Presidential Cycle Bodes Well For The Market In 2015, What History Tells Us About Eras of Rising Rates, and More

This week’s picks for the best in personal finance from around the web. Can the ‘presidential cycle’ boost stocks? (Wall Street Journal). The third year of a president’s term is often good for stocks. But is it just a
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A Few More Thoughts On Rebalancing

Yesterday, Matt reported on the latest in a string of academic studies that have called into question the traditional advice of annually rebalancing investment portfolios. It's important to recognize that these challenges
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Has Rebalancing Become a Relic?

New research is calling into question the longstanding wisdom of rebalancing your investment portfolio. As you may know, rebalancing is the practice of periodically bringing the stock/bond allocation of your portfolio back
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The Biggest Investment Surprise of 2014

We're knee-deep in the process of determining changes for 2015 — new allocations, strategy tweaks, content decisions. Inevitably, the process of looking forward requires a look back, so today I thought it would be
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Making the Wrong Investing Decision at the Wrong Time

From time to time we share with you studies showing there's one mistake investors tend to make over and over again—selling their stock holdings during periods of market weakness. An article from the WSJ (paid subscription
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Money Roundup: Rethinking Risk, What Oil’s Price Plunge Means for All Investors, and More

This week’s picks for the best in personal finance from around the web. How to think about risk in retirement (Wall Street Journal). What if adding equity exposure as you age didn’t add risk? How unplanned events rock
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Why Worry?

An SMI member recently asked, “What is Austin's/Mark's/Matt's greatest market fear? U.S. default? Worldwide credit bubble? Deflationary scenario? Hyperinflation?” I can’t speak for Austin or Mark, but I would answer those
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Staying Sane — and Solvent — This Christmas

The fourth quarter of the year is to retailers what the fourth quarter of the Super Bowl is to the teams on the field. It’s “go” time — time to step up, give it all they’ve got, and win the game! According to the National
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Abiding in Christ: The Life of a Branch

Following is a brief excerpt from a book being offered as a Christmas gift to SMI subscribers. (See the announcement at the end of the article for details.) I’ve found the book to be a great encouragement as I continually
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