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Articles from 07/2015

Stock/Bond Market Valuations In Context

It's not unusual these days to read or hear statements tracking this line of thought: "With both stocks and bonds richly valued, what's an investor supposed to do?" It reflects the fact that both asset classes are trading
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Is Investing Too Complicated?

Investing is the most complicated topic within personal finance. But is it too complicated? In a recent New York Times article, Why Investing is So Complicated, and How to Make it Simpler, Harvard professor Sendhil
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Investors in SMI’s Enhanced Just-the-Basic Strategy Ask: Should We Sell China Region Fund Early?

Let's talk today about one of SMI's lesser known and followed premium strategies, Enhanced Just-the-Basics. It's something of a cross between Just-the-Basics (which is a pure indexing strategy) and Upgrading (where changes
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Personal Portfolio Tracker Update (Data Through June 30)

SMI's Personal Portfolio Tracker has been updated to reflect data current through 6/30/15. 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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Trading Halt at the NYSE Not a Concern for Long-Term Investors

It's not often we blog on a developing news story, but because of today's noon trading halt at the New York Stock Exchange we thought we might summarize for you the reporting we've found. (Of course, the trouble with a
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What Does the BitGold Acquistion of GoldMoney Mean for GoldMoney Customers?

When I wrote about gold two weeks ago, one of our members asked my opinion as to whether the recent takeover of GoldMoney by a Canadian company, BitGold, should be a concern to GoldMoney customers. I was on vacation when
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How Much Do You Pay for Healthcare?

I’m in the midst of revising our Recommended Cash Flow Guidelines, moving the recommended amounts for housing downward and the recommended amounts for saving upward (more on these changes in a future blog post), among
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