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Articles from 10/2015

Are You Sure Your Beneficiaries Will Benefit as You Intend?

When you think of estate planning documents, certainly wills and trusts come to mind. But two other planning instruments are also important: titles and beneficiary designation forms. Estate planning essentials The
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Winning At The Sport Of Money And Other Points To Ponder

The profit outlook is great! Or is it? “[Investors] seem to believe stocks are rising for only one reason: central bankers have artificially induced the rally.…The truth is that the equity bull market is built on
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DAA Then And Now — 2011 vs. 2015

When we get comments from people who are frustrated with our Dynamic Asset Allocation strategy (DAA), those comments typically contain some version of these two points: I don't understand what happened (or is
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Money Roundup: Living on Less in Your Later Years, Black Monday Was Just a ‘Modest Setback,’ and More

This week’s picks for the best investing and personal finance articles from around the web. (If any links take you to locked articles, just do a search on the headline and you should find an unlocked version.) How much
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Cash Is Trash? Think Again.

This post may come as a bit of a surprise, because admittedly SMI has never been a big proponent of holding cash within an investment portfolio. Generally speaking, we think those who tend to "raise cash" in anticipation
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Say “Happy Anniversary” to Black Monday

This October has gone so well—the market is up nearly 6% so far this month—that we've been spared many of the usual "October is so scary for stocks" articles that usually dominate. There's a reason those articles usually
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Money Roundup: Making Peace With Volatility, Sage Financial Advice From a Sleep-Deprived New Dad, and More

This week’s picks for the best investing and personal finance articles from around the web. (If any links take you to locked articles, just do a search on the headline and you should find an unlocked version.) How to keep
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Keep Calm and Carry On

As we move into the fourth quarter of the year, do you feel like you’ve been on a long flight that was uneventful for the first half, hit some crazy scary turbulence for a while, and now has become somewhat smoother once
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Personal Portfolio Tracker Update (Data Through September 30)

SMI's Personal Portfolio Tracker has been updated to reflect data current through 9/30/15. 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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Money Roundup: Retirement Regrets, Apathy as a Viable Financial Strategy, and More

This week’s picks for the best investing and personal finance articles from around the web. (If any links take you to locked articles, just do a search on the headline and you should find an unlocked version.) What people
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