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Articles from 08/2016

How Your Spending May Save Your Retirement

Glance at enough retirement-article headlines, and you can get the impression that you’ll never be able to retire. Consider this: According to JP Morgan (PDF), a 40-year-old with a household income of $100,000 should have
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Guiding Your Children Toward Their Career Calling

In a tough economy, finding a job straight out of college isn’t easy. It’s even more difficult for graduates who don’t have a clear idea of what they want to do with their education. For years, Crown Financial Ministries
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Don’t Fear the Bear and Other Points to Ponder

Aging bull market gaining believers “There’s a lot to like in a market as hated as this one.” — Oliver Renick, stock-market reporter at Bloomberg, writing on 8/15. He said it’s no longer low-volatility or defensive
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Money Roundup: Taking Caution Too Far, One Year After the ETF Mini Flash Crash, and More

This week’s picks for the best investing and personal finance articles from around the web — one day early this week since we'll have the September issue of the Sound Mind Investing newsletter for you on Friday. Yes, you
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Money Roundup: The Bull Market Finally Gets Some Respect, The Upside of Losing Money, and More

This week’s picks for the best investing and personal finance articles from around the web. S&P 500 dregs stage uprising in bull market that now makes sense (Bloomberg). The bull market that everyone loves to hate is
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Healthcare Costs in Retirement: Will the Bark Turn Out to be Worse Than the Bite?

Fidelity has released its latest in a series of scary-sounding reports about how much healthcare is likely to cost in retirement. According to the company’s most recent analysis, a 65-year-old couple retiring this year
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Leveraged Sector Funds Added to SMI’s Fund Performance Rankings

In this month's Fund Performance Rankings, released last Friday, we added the ProFunds lineup of leveraged sector funds (shown below) to the various risk categories shown. Because these funds are unusually volatile and
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Money Roundup: How the Bond Market Explains the Stock Market, Distracted Investing, and More

This week’s picks for the best investing and personal finance articles from around the web. Why is the stock market so high? Ask the bond market (NY Times). “…the fuel that is making the stock market soar seems to be
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Now Available: Personal Portfolio Tracker and Fund Performance Rankings with Data through 7-31-16

SMI's Personal Portfolio Tracker and monthly Fund Performance Rankings report have been updated to reflect data current through 7/31/2016. The Tracker and FPR are updated monthly between the 12th-14th of the month,
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Protective Investment Principles: A Robust Selling Discipline

For over 26 years, SMI's teaching on investing has been built on a handful of biblical foundational principles. We've written about these in different places and different ways, but here's a quick overview as summarized
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