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Articles from 08/2015

Why You Should Own Both Growth- and Value-Oriented Investments

One of an investor’s most important tasks is deciding how to allocate his or her capital among various types of investments. Studies have indicated that as much as 90% of a portfolio’s return is determined by the way you
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“Managing to” the Numbers in Your Budget

So far in this series on using the single most powerful tool for truly managing money (otherwise known as a budget!), we’ve looked at (1) planning and (2) tracking your use of money. But what happens when reality turns out
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The Sell-off, Perspective, and Other Points to Ponder

Putting the sell-off in perspective “Crimson arrows pointing down, pundits shrieking on financial television, stock-market charts flickering like monitors in a hospital emergency room: all these indicators make what is
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Enjoying Peace in the Midst of Market Mayhem

Today might be a good day to reflect on the fact that in the Scripture, peace is promised to Jesus' followers. "Peace I leave with you; my peace I give you. I do not give to you as the world gives. Do not let your hearts
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Money Roundup: Reasons NOT to Worry About the Economy, Rounding Up the Usual Suspects, and More

This week’s picks for the best investing and personal finance articles from around the web. American economy blues: everything you need to worry about (Fortune). As only Josh Brown can deliver, an ironic headline coupled
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What’s Your Plan?

"Would you tell me, please, which way I ought to go from here?"   "That depends a good deal on where you want to get to," said the Cat.   "I don’t much care where," said Alice.   "Then it doesn’t matter which way you
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Has SMI’s Dynamic Asset Allocation Strategy Made Our Optional Inflation Hedges Recommendations Obsolete?

In creating the various kinds of mechanical strategies that we offer, there occasionally comes a time when an established one is superceded by a newer one. That may be the case with our Optional Inflation Hedges strategy.
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Money Roundup: Lessons From the Long Bull Market, Don’t Fear the Dow Death Cross, and More

This week’s picks for the best investing and personal finance articles from around the web. Lessons from the long bull market (Morningstar). And how they apply to bear markets. You only get one shot at retirement: Plan
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Personal Portfolio Tracker Update (Data Through July 31)

SMI's Personal Portfolio Tracker has been updated to reflect data current through 7/31/15. 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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Company Stock Disappearing From 401(k) Plans

Over SMI's 25-year history, we've frequently warned against the danger of holding too much of your employer's stock, typically within a 401(k) or other company retirement plan. We used to discuss it as one of the most
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