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Articles from 04/2016

Do You Need Rental-Car Insurance?

With the summer vacation season around the corner, soon you may find yourself standing at a rental-car counter engaged in a potentially awkward conversation about insurance coverage. The rental-car agent may tell you there
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Crazy Markets Call For a Sane Process, and Other Points to Ponder

Crazy markets call for a sane process “Rules-based investing isn’t a silver bullet, nor will it ever remove the discomfort that every market participant is forced to feel from time to time. But having a rhyme and
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Money Roundup: The Role of Luck in Investing, Why Investors Are Feeling Frustrated, and More

This week’s picks for the best investing and personal finance articles from around the web. Don’t discount the impact of luck on your portfolio (MarketWatch). The importance of controlling what you can, while realizing
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The Trade-off Between Performance and Complexity

When we research strategies here at SMI, it's common for a tradeoff to eventually develop between simplicity and better returns. Perhaps an extra tweak here or there boosts the overall results, but involves more trading.
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“Even so?”

With the help of my accountant, my tax returns are in the mail (whew!). Long gone are the days I would tackle this on my own, using computer software to complete my returns. If you do your own taxes, my hat is off to you
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Money Roundup: Weighing the Odds of a Recession, What Rate of Return to Plan on, and More

This week’s picks for the best investing and personal finance articles from around the web. What are the chances of a recession? Not what you’d think (Washington Post). For those who believe “the end is near,” here’s how
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Are You Having Too Much Money Withheld For Taxes?

Some people go to extremes in their attempts to save on taxes. According to TurboTax, here are some of the crazier deductions people have tried to claim: A floundering business owner hired an arsonist to burn down his
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Now Available: Personal Portfolio Tracker and Fund Performance Rankings with Data through 3-31-16

SMI's Personal Portfolio Tracker and monthly Fund Performance Rankings report have been updated to reflect data current through 3/31/2016. The Tracker and FPR are updated monthly between the 10th-14th of the month,
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Money Roundup: Overcoming Investor Overconfidence, Funny Truths About Investing, and More

This week’s picks for the best investing and personal finance articles from around the web. Why we think we’re better investors than we are (NY Times). Of all the cognitive biases that trip up investors, overconfidence
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Parents Risking Retirement to Help Kids Pay for College

Much has been made of the fact that today’s college students are more indebted than ever. But the tide is turning, with more of the college-financing burden shifting to parents—something being encouraged by private lenders
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