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Articles from 02/2016

Navigating Choppy Markets and Other Points to Ponder

Navigating choppy markets “Market sell-offs attract headlines, making stock markets look important. Sound bites from purported experts fill the airwaves. Though it is understandable to think that all the front-page
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March Sightings

Those Who Persevere Are Rewarded Over more than 40 years of providing investment counsel to corporations, endowments and individual investors, I’ve learned that one of the keys to successful investing is to avoid the
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Bear-Market Suspense

On February 11, the S&P 500 closed at 1,829, its lowest point since the all-time high of 2,131 set last May. As Mark reported, there was no follow through on the downside the next day, meaning the market stopped short of
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Money Roundup: A Risk Tolerance Reality Check, The Real Reasons for Bear Market Pain, and More

This week’s picks for the best investing and personal finance articles from around the web. As stocks gyrate, it’s time to measure your risk tolerance (NY Times). There’s nothing like a little volatility to reveal your
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The High Cost of a Free Lunch

“Free” is a very powerful incentive. In one of the more amusing examples of the power of free, in his book, “Predictably Irrational,” Dan Areily described an experiment in which college students were offered their choice
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Has the Dow Theory Turned Bearish? And Should You Care?

I cringed a bit when I saw this MarketWatch headline on Friday: "The Dow’s downtrend is now official." There are a few reasons the headline is problematic. First, no one is in a position of authority to make formal
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No Bear Alert Yet

There is no bear alert signal to report this week. The S&P 500 briefly dropped below the trigger level yesterday, the first time that has happened in these declines stretching back to last August. But to generate an
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Now Available: Personal Portfolio Tracker and Fund Performance Rankings with Data through 1-31-16

SMI's Personal Portfolio Tracker and monthly Fund Performance Rankings report have been updated to reflect data current through 1/31/2016. The Tracker and FPR are updated monthly between the 10th-13th of the month,
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Money Roundup: When ‘Enough’ Leads to So Much More, Whether the Economy Will Follow the Market, and More

This week’s picks for the best investing and personal finance articles from around the web. Drawing a line on ‘enough’ (Financial Advisor). After two brothers decided they had enough, their impact grew exponentially. A
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What Makes SMI Different

It's been over 17 years since I decided to join Austin at Sound Mind Investing. At the time, I wasn't very familiar with investment newsletters. I remember that one of the primary "objections" I had to overcome in deciding
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