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Articles from 12/2015

The Election Year Factor and Other Points to Ponder

The view from the Fed’s former Chairman “ It would be a landmark decision given that rates have been at zero since 2008, which was longer than we anticipated. The good news is that the U.S. economy has made a lot of
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A Primer on Annual Rebalancing

One of the housekeeping chores investors deal with from time to time is “rebalancing” their portfolios. It’s like four people playing a game of Monopoly. Everybody starts out with 25% of the money, but after a few rounds
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Money Roundup: The Risks of a Rising Rate Environment, What the Fed Fears, and More

This week’s picks for the best investing and personal finance articles from around the web. Fed finally raises rates, pent-up risks emerge (Wall Street Journal). One of the better rate-hike analysis pieces I’ve seen. (If
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Fed Raises Rates — You Should…

The Federal Reserve today raised the “federal funds rate” .25% after keeping it near zero since the end of 2008. In fact, it was exactly seven years ago today that the Fed set the rate as low as it could go. The federal
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Optional Inflation Hedges Now a DIY Process

In August, I posed the question to our members, "Has SMI’s Dynamic Asset Allocation Strategy Made Our Optional Inflation Hedges Recommendations Obsolete?" To put today's announcement into context, I suggest you do a quick
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Now Available: Personal Portfolio Tracker and Fund Performance Rankings with Data through 11-30-15

SMI's Personal Portfolio Tracker and monthly Fund Performance Rankings report have been updated to reflect data current through 11/30/15. The Tracker and FPR are updated monthly between the 10th-13th of the month,
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Money Roundup: Wall Street’s Big Lie, The Folly of Forecasting, and More

This week’s picks for the best investing and personal finance articles from around the web. Jason Zweig on Wall Street’s big lie (Quartz). The wisdom of understanding the stock market doesn’t care what rate of return you
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Another Kind of Stewardship

A major part of the mission of Sound Mind Investing is to help you have more so you can give more. We know that it all belongs to our God, and we're merely stewards of what He has entrusted to us. That's why we endeavor to
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Money Roundup: What the Candidates Will Do About Healthcare, How Santa Impacts Stocks, and More

This week’s picks for the best investing and personal finance articles from around the web. Where candidates stand on Medicare and health reform (CBS Money Watch). Healthcare is one of the biggest pocketbook issues of the
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Three Keys to Accomplishing Your Most Important Financial Goal in 2016

We’re entering that time of year when it’s very natural and healthy to set goals for the new year. About half of all Americans make New Year’s resolutions. However, just 8% of those people actually accomplish what they
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