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Articles from 05/2015

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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Personal Portfolio Tracker Update (Data Through April 30)

SMI's Personal Portfolio Tracker has been updated to reflect data current through 4/30/15. Not familiar with this powerful tool? Read on for a brief overview. SMI's most popular web tool has long been the Personal
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The Retirement Gap – SMI on the Radio

I'm on the radio today with Howard Dayton and Steve Moore of Compass — Finances God’s Way. The focus of our conversation is the growing gap between how confident today's workers feel about their ability to retire
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Technical Analysis Confirms DAA’s Latest Moves

Our Dynamic Asset Allocation strategy took its decisions down to the wire at the end of April, with multiple categories vying closely for limited available slots in the official recommendations. Like a good game of musical
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If Everyone Thinks It’s a Bubble, It’s Probably Not

A couple of quick Monday observations... Barry Ritholtz reiterates a point about the market's psychology that I've thought numerous times over the past six years: It’s a bubble, it's going to end badly, the NFP is a
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Money Roundup: It Really Is Different This Time, The World’s Toughest Job, and More

This week’s picks for the best investing and personal finance articles from around the web. This time it’s different for investors? No—and yes (Wall Street Journal). What impact should “the four most dangerous words” in
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National Day of Prayer Today

Today is the National Day of Prayer, an event formally instituted by law in 1952, but with an interesting history dating back to pre-Revolutionary War times. Many churches and groups have their own events scheduled for
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If You’re Going to Play the Stock Market ‘Game,’ You Have to Know the Rules

As a soccer rules-challenged dad of a somewhat undersized third grader, I was more than alarmed at seeing him on the ground during a recent game after a scary mid-field collision. I was angry. That couldn’t possibly have
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Questions From Last Week’s Articles

Two follow-up items from last week's articles. One quick, one not so much. First, many have been wondering about the brokerage availability of the new SMI Bond Fund (SMIUX). Fidelity wins the prize, as the fund is up and
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A Quick Quiz Demonstrates the Stunning Level of Financial Illiteracy

[Cue commercial break] Fancy yourself a knowledgeable investor? Or at least a minimally competent one? Try this very basic quick quiz: 1.  Suppose you had $100 in a savings account and the interest rate was 2 percent
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