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Articles from 02/2015

Sighting: Female Investors Often Beat Men

One of the biggest conundrums in the financial world is this: Survey after survey shows that women lack confidence when it comes to investing and retirement planning. Yet if you look at the actual results, women often
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Sighting: How Our Memories Shape Market Cycles

As investors we’re all shaped by our experiences, whether we choose to believe it or not. And it’s not only the Depression babies. Investors in the 1970s were scarred from runaway inflation and poor stock and bond market
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Optional Inflation Hedges - March 2015 Update

Optional Inflation Hedges (OIH) is an optional add-on strategy. It caters to investors who are concerned about the potential for rising inflation. OIH uses three funds in equal measure, each focused on an industry segment
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Giving Thanks To Whom It May Concern

New York Times money columnist Ron Lieber is out with a new book on teaching kids about money, and he came to a very interesting conclusion. He poured five years of research into the project, so when he netted it all out
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What Factors Tilted the Playing Field in Favor of Passive Stock Funds in 2014?

One way to explain Fund Upgrading in a brief sentence is "actively managing the active fund managers." Aren't all fund managers "active"? Yes, in the sense they are actively at work to manage their portfolios with a
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Money Roundup: Investment Success Goes to Those With Selective Hearing, The Biggest Threat to Your Portfolio, and More

This week’s picks for the best investing and personal finance articles from around the web. If you want to make money on the markets, you’ve got to tune out the noise (Financial Post). The best investors develop selective
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Why There Will Be More Foreign Stocks In Our Future

At least as far back as 2007, we've been explaining that the globalization of the world economy and financial markets has been pushing more of the opportunity for investors outside the U.S. From our January 2007 new
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What Does It Mean To Be a Christian Money Manager?

I was listening to a Christian financial writer and speaker recently and was disappointed to hear him criticize just about every well-known biblical money management teacher by name. Some had the wrong view of the economy,
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Checking In On Bonds

If there's been one "Wait, what?" trade in recent years for SMI readers, it's been the call to buy long-term bonds. This, after years of experts (including us) warning about impending higher interest
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Focus on Consequences, Not Probabilities

January's stock decline was largely forgotten last week as the S&P 500 stock index closed at a new all-time high. Furthermore, the Nasdaq index closed at a new 15-year high and is approaching levels not seen since the peak
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