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Articles from 09/2016

How Much Longer Can the Bull Run and Other Points to Ponder

Wells Fargo scandal “Everything we do is built on trust. It doesn’t happen with one transaction, in one day on the job or one quarter. It’s earned relationship by relationship.” — Wells Fargo CEO John Stumpf, in the
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Sighting: Giving Directly From Your IRA to Charity

For nearly a decade, the rules allowing for a tax-free Qualified Charitable Distribution (QCD) directly from an IRA to a charity have been on-again, off-again. However, the Protecting Americans from Tax Hikes (PATH) Act of
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Prone to Wander — Process Followers Are Hard to Find

If you’ve been reading SMI articles even for a short while, you know how much we stress the importance of process. However, two recent conversations reminded me that it’s actually pretty rare to find investors who have
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Money Roundup: A Common Retirement Planning Blunder, Two Enemies of Investment Success, and More

This week’s picks for the best investing and personal finance articles from around the web. The retirement planning blunder that 65% of Americans make, and how to avoid it (Investor’s Business Daily). There’s quite a
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SMI on the Radio - Active vs. Passive Investing

SMI Executive Editor Mark Biller is on the radio today with Howard Dayton and Steve Moore of Compass — Finances God’s Way. Their conversation takes a closer look at the differences between active and passive investing,
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Following Perfect Guidance from a Perfect Counselor

[Matthew was a member of the SMI team for 10 years before departing to pursue his passion for fitness. His first book, The Body Tithe Devotional, is designed to encourage Christians through a 90-day fitness or health
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Money Roundup: Living in a No-Retirement World, Just Win, and More

This week’s picks for the best investing and personal finance articles from around the web. Want to age well – how about never retiring? (BBC). The many implications of working longer. What bond investors should know
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A Checklist for Times Like These

After a boring summer in the stock market, things are starting to get a bit more interesting. And with interesting times come interesting emotions, such as fear and uncertainty. At the very least, you may find yourself
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Now Available: Personal Portfolio Tracker and Fund Performance Rankings with Data through 8-31-16

SMI's Personal Portfolio Tracker and monthly Fund Performance Rankings report have been updated to reflect data current through 8/31/2016. The Tracker and FPR are updated monthly between the 12th-14th of the month,
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Money Roundup: The Danger of a Delayed Retirement, Eyes Off Your Portfolio, and More

This week’s picks for the best investing and personal finance articles from around the web. How planning to work in retirement can backfire (Time). Wanting to work and being able to work are two very different
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