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Articles from 05/2015

Recent Stock Market Highs, and Other Points to Ponder

Recent Stock Market Highs Are No Cause For Concern “It’s not abormal for the stock market to be going up. It’s normal. Here’s a fun fact. Fifty years of history, pick any day of any month of any year going back, and it
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Optional Inflation Hedges - June 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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A Wild Ride

Just before takeoff, the pilot warned us to expect a bumpy ride. Some bad weather had recently moved through the area and our flight path would have us following the storm system. Few of us were prepared for the ride that
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Money Roundup: Selective Listening Means Better Investing, The Search for a Market Top, and More

This week’s picks for the best investing and personal finance articles from around the web. How to invest better by paying less attention (Time). In a noisy world, what you listen to matters. American savers leaving $24
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How SMI Is Preparing For Higher Interest Rates

One of the most discussed financial topics of the past couple years is the seemingly imminent end of the 30+ year bull market in bonds. Most of today's investors have experienced only good times in the bond market, which
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Supreme Court Rules on 401(k) Plans - What You Need To Know

A Supreme Court ruling this week about 401(k) plans makes it all the more important for individual investors to understand the fees associated with mutual funds. The case was brought on behalf of employees of Edison
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The Mutual Fund Formerly Known As Touchstone Large Cap Growth (TIQIX)

Last week, one of our recommended funds in Stock Upgrading made an unusually huge distribution of nearly a third of the fund's value. A few readers have been talking about the fund formerly known as Touchstone Large Cap
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Managing Our Longevity Opportunity

Fear is at the center of the cottage industry known as, “You’re not saving enough for retirement.” Research studies, books, magazine articles, blog posts (yes, we’ve written our share) regularly remind people of their
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Money Roundup: Maybe the Market Will Actually Be Okay, Every Market’s Normal Till You Get to Know It, and More

This week’s picks for the best investing and personal finance articles from around the web. Wall Street is starting to wonder, what if everything’s going to be okay? (Business Insider). So much rate hike anticipation, so
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Teaching Kids How (Not) To Invest

Money management may be the most important topic typically not taught in school. Unfortunately, one of the more popular efforts to teach kids about money may be teaching the wrong lessons. Jason Zweig, who writes the “The
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