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Articles from 06/2016

Brexit Breaks the Market

Okay, Friday's Brexit vote didn't really "break" the markets. But it certainly did make an impact, particularly on foreign stocks. The widely traded foreign ETF that we use for exposure to foreign stocks when called for
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July Issue of SMI Will Be Available Wednesday

Just a quick note to let everyone know the new July issue of SMI will be available on Wednesday of this week. Normally, this would have gone up tomorrow (Tuesday), but given the huge impact of the Brexit on the financial
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Money Roundup: Early Analysis of the UK’s Historic Vote, An Illustrated Guide to What Just Happened, and More

This week’s picks for the best investing and personal finance articles from around the web. Brexit 101: What just happened and why it’s important for Americans (CNBC). A good layperson’s
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Enhanced Just-the-Basics Update: Q3 2016

For those following our Enhanced Just-the-Basics (EJtB) strategy, third quarter 2016 recommended fund selections are now available.
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The Brexit Vote: WIll They or Won’t They? And What It Might Mean If They Do

Brexit, anyone? Perhaps you're aware there's a big vote going down in the United Kingdom this week. There's going to be a referendum on Thursday to determine if the UK remains in, or withdraws from, the European Union.
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Money Roundup: What to Know About Negative Rates, Preparing for a Bear, and More

This week’s picks for the best investing and personal finance articles from around the web. Everything you need to know about negative rates (Wall Street Journal). How did we get here? (Subscription required, but try
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GO — A Dominican Adventure

I recently returned from a week in the Dominican Republic as part of a team with GO Ministries. We had a great week, made extra special for me by the ability to share it with my 17-year-old daughter, Nicole. There's a
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Now Available: Personal Portfolio Tracker and Fund Performance Rankings with Data through 5-31-16

SMI's Personal Portfolio Tracker and monthly Fund Performance Rankings report have been updated to reflect data current through 5/31/2016. The Tracker and FPR are updated monthly between the 10th-14th of the month,
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Money Roundup: The Perils of Wealth, Tuning Out Investment Noise, and More

This week’s picks for the best investing and personal finance articles from around the web. Why rich people aren’t as happy as they could be (Harvard Business Review). Interesting how people tend to get less generous and
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Questions—We Get Questions

We receive a number of questions from SMI members each month. Realizing that some of them may be on your mind as well, here are some recent questions along with our answers. Question: Regarding Stock Upgrading, are your
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