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Articles from 12/2014

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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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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A New SMI for Times Like These

We’re making significant changes at SMI that will enable us to do a better job helping you achieve your financial goals. This article will explain what those changes are, why they’re being made, and what those changes
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New Fund Recommendations for December 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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Turning Down Free Money

We're still working busily trying to "settle our new home" following last week's transition to the new SMI website. Hopefully everyone saw the Dyanamic Asset Allocation and Sector Rotation updates on Friday, and received
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